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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 | $29,634 | $52,279-43.3% | $89,400-66.9% | $79,858-62.9% |
| Participation rate | 60.0% | 57.5%+2.5pp | 68.0%-8.0pp | 69.6%-9.6pp |
| Annual return | 11.78% | 22.16%-10.4pp | 245.64%-233.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $512 | $1,572-67.5% | $2,586-80.2% | $2,471-79.3% |
| Participant deferral / active EE | $519 | $2,740-81.1% | $3,890-86.7% | $3,740-86.1% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,882-100.0% | $5,306-100.0% |