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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 | $75,541-7.1% | $152,093-53.9% | $82,637-15.1% |
| Participation rate | 7.2% | 66.5%-59.3pp | 77.8%-70.5pp | 68.1%-60.8pp |
| Annual return | 20.32% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $440 | $2,622-83.2% | $4,175-89.5% | $2,552-82.7% |
| Participant deferral / active EE | $696 | $3,206-78.3% | $5,451-87.2% | $4,126-83.1% |
| Admin fee / account holder | $3 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |