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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 | $32,949 | $63,861-48.4% | $104,639-68.5% | $79,856-58.7% |
| Participation rate | 31.6% | 64.9%-33.3pp | 74.1%-42.5pp | 69.6%-38.1pp |
| Annual return | 17.64% | 21.30%-3.7pp | 340.67%-323.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $358 | $1,588-77.5% | $2,682-86.7% | $2,471-85.5% |
| Participant deferral / active EE | $831 | $2,693-69.1% | $3,738-77.8% | $3,741-77.8% |
| Admin fee / account holder | $117 | $4,185-97.2% | $6,465-98.2% | $5,306-97.8% |