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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 | $28,931 | $58,828-50.8% | $78,002-62.9% | $62,881-54.0% |
| Participation rate | 41.5% | 71.1%-29.6pp | 75.5%-34.1pp | 69.3%-27.8pp |
| Annual return | 8.01% | 17.16%-9.1pp | 425.99%-418.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $403 | $1,672-75.9% | $2,470-83.7% | $2,281-82.3% |
| Participant deferral / active EE | $756 | $2,686-71.9% | $3,497-78.4% | $3,203-76.4% |
| Admin fee / account holder | $108 | $4,393-97.5% | $5,481-98.0% | $4,296-97.5% |