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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 | $27,394 | $90,486-69.7% | $78,676-65.2% | $273,972-90.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.91% | 75.62%-71.7pp | 62.19%-58.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $68 | $3,175-97.9% | $2,850-97.6% | $4,869-98.6% |
| Participant deferral / active EE | $68 | $3,901-98.3% | $3,517-98.1% | $5,287-98.7% |
| Admin fee / account holder | $230 | $5,263-95.6% | $4,510-94.9% | $10,133-97.7% |