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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 | $35,320 | $78,690-55.1% | $161,489-78.1% | $87,485-59.6% |
| Participation rate | 65.5% | 67.5%-1.9pp | 78.7%-13.2pp | 68.9%-3.4pp |
| Annual return | 14.52% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,213 | $2,588-14.5% | $4,268-48.1% | $2,596-14.8% |
| Participant deferral / active EE | $351 | $3,311-89.4% | $5,630-93.8% | $4,274-91.8% |
| Admin fee / account holder | $40 | $6,724-99.4% | $16,006-99.7% | $7,775-99.5% |