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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 | $36,807 | $71,230-48.3% | $93,727-60.7% | $80,959-54.5% |
| Participation rate | 16.7% | 60.4%-43.7pp | 68.7%-52.0pp | 67.7%-51.0pp |
| Annual return | 18.99% | 11.26%+7.7pp | 133.83%-114.8pp | 35.67%-16.7pp |
| Employer contribution / active EE | $613 | $1,565-60.8% | $2,421-74.7% | $2,757-77.8% |
| Participant deferral / active EE | $1,213 | $4,037-70.0% | $4,417-72.5% | $4,300-71.8% |
| Admin fee / account holder | $168 | $6,961-97.6% | $8,292-98.0% | $6,925-97.6% |