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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 | $31,038 | $60,442-48.6% | $96,754-67.9% | $87,485-64.5% |
| Participation rate | 17.8% | 58.7%-40.9pp | 70.3%-52.5pp | 68.9%-51.2pp |
| Annual return | 20.24% | 21.97%-1.7pp | 82.04%-61.8pp | 26.06%-5.8pp |
| Employer contribution / active EE | $375 | $1,691-77.8% | $2,679-86.0% | $2,596-85.6% |
| Participant deferral / active EE | $659 | $3,280-79.9% | $4,758-86.2% | $4,274-84.6% |
| Admin fee / account holder | $49 | $5,069-99.0% | $8,905-99.5% | $7,775-99.4% |