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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 | $37,357 | $114,013-67.2% | $103,693-64.0% | $155,188-75.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 18.57% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $909 | $3,131-71.0% | $2,920-68.9% | $4,248-78.6% |
| Participant deferral / active EE | $1,029 | $4,970-79.3% | $4,579-77.5% | $6,531-84.3% |
| Admin fee / account holder | $146 | $8,407-98.3% | $7,858-98.1% | $14,480-99.0% |