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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,248 | $70,435-50.0% | $96,575-63.5% | $85,856-58.9% |
| Participation rate | 31.8% | 61.8%-30.0pp | 69.8%-38.0pp | 69.3%-37.5pp |
| Annual return | 12.45% | 18.59%-6.1pp | 37.79%-25.3pp | 318.58%-306.1pp |
| Employer contribution / active EE | $591 | $1,413-58.2% | $2,357-74.9% | $2,565-77.0% |
| Participant deferral / active EE | $1,040 | $2,894-64.1% | $3,849-73.0% | $3,952-73.7% |
| Admin fee / account holder | $30 | $4,997-99.4% | $6,182-99.5% | $6,261-99.5% |