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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 | $70,143 | $77,814-9.9% | $158,223-55.7% | $86,983-19.4% |
| Participation rate | 7.2% | 68.4%-61.2pp | 79.2%-72.0pp | 69.5%-62.3pp |
| Annual return | 20.32% | 30.54%-10.2pp | 52.09%-31.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $440 | $2,592-83.0% | $4,109-89.3% | $2,584-83.0% |
| Participant deferral / active EE | $696 | $3,270-78.7% | $5,467-87.3% | $4,194-83.4% |
| Admin fee / account holder | $3 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |