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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 | $16,152 | $115,903-86.1% | $100,528-83.9% | $158,966-89.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 79.4%-39.4pp | 82.0%-42.0pp |
| Annual return | 32.22% | 34.80%-2.6pp | 30.90%+1.3pp | 302.95%-270.7pp |
| Employer contribution / active EE | $1,207 | $4,105-70.6% | $3,419-64.7% | $4,762-74.7% |
| Participant deferral / active EE | $1,427 | $6,677-78.6% | $6,271-77.2% | $5,983-76.1% |
| Admin fee / account holder | $46 | $11,000-99.6% | $8,084-99.4% | $11,250-99.6% |