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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 | $45,112 | $108,882-58.6% | $96,754-53.4% | $154,746-70.8% |
| Participation rate | 37.5% | 75.1%-37.6pp | 70.3%-32.8pp | 80.7%-43.2pp |
| Annual return | 21.29% | 98.39%-77.1pp | 82.04%-60.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $449 | $3,018-85.1% | $2,679-83.2% | $4,379-89.7% |
| Participant deferral / active EE | $897 | $5,323-83.1% | $4,758-81.1% | $6,730-86.7% |
| Admin fee / account holder | $210 | $10,200-97.9% | $8,905-97.6% | $14,365-98.5% |