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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 | $41,171 | $67,411-38.9% | $91,004-54.8% | $70,126-41.3% |
| Participation rate | 34.5% | 71.4%-36.9pp | 75.6%-41.1pp | 69.5%-35.1pp |
| Annual return | 21.14% | -40.16%+61.3pp | 4.60%+16.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $772 | $1,786-56.8% | $2,456-68.6% | $2,343-67.0% |
| Participant deferral / active EE | $799 | $2,823-71.7% | $3,548-77.5% | $3,332-76.0% |
| Admin fee / account holder | $147 | $4,236-96.5% | $5,417-97.3% | $4,645-96.8% |