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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 | $30,395 | $52,279-41.9% | $89,400-66.0% | $79,858-61.9% |
| Participation rate | 31.3% | 57.5%-26.3pp | 68.0%-36.7pp | 69.6%-38.4pp |
| Annual return | 13.14% | 22.16%-9.0pp | 245.64%-232.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $441 | $1,572-71.9% | $2,586-82.9% | $2,471-82.1% |
| Participant deferral / active EE | $544 | $2,740-80.2% | $3,890-86.0% | $3,740-85.5% |
| Admin fee / account holder | $294 | $3,356-91.2% | $4,882-94.0% | $5,306-94.5% |