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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 | $27,221 | $157,829-82.8% | $136,867-80.1% | $198,609-86.3% |
| Participation rate | 50.0% | 77.2%-27.2pp | 74.5%-24.5pp | 82.4%-32.4pp |
| Annual return | 26.17% | 51.25%-25.1pp | 42.97%-16.8pp | 202.70%-176.5pp |
| Employer contribution / active EE | $1,042 | $3,923-73.4% | $3,547-70.6% | $5,055-79.4% |
| Participant deferral / active EE | $925 | $5,463-83.1% | $4,924-81.2% | $6,977-86.7% |
| Admin fee / account holder | $39 | $11,107-99.7% | $10,340-99.6% | $19,030-99.8% |