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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 | $29,775 | $108,882-72.7% | $96,754-69.2% | $154,746-80.8% |
| Participation rate | 47.1% | 75.1%-28.0pp | 70.3%-23.2pp | 80.7%-33.6pp |
| Annual return | 14.60% | 98.39%-83.8pp | 82.04%-67.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $498 | $3,018-83.5% | $2,679-81.4% | $4,379-88.6% |
| Participant deferral / active EE | $850 | $5,323-84.0% | $4,758-82.1% | $6,730-87.4% |
| Admin fee / account holder | $199 | $10,200-98.1% | $8,905-97.8% | $14,365-98.6% |