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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 | $8,811 | $108,882-91.9% | $96,754-90.9% | $154,746-94.3% |
| Participation rate | 36.4% | 75.1%-38.7pp | 70.3%-33.9pp | 80.7%-44.3pp |
| Annual return | 25.96% | 98.39%-72.4pp | 82.04%-56.1pp | 172.34%-146.4pp |
| Employer contribution / active EE | $575 | $3,018-81.0% | $2,679-78.5% | $4,379-86.9% |
| Participant deferral / active EE | $781 | $5,323-85.3% | $4,758-83.6% | $6,730-88.4% |
| Admin fee / account holder | $74 | $10,200-99.3% | $8,905-99.2% | $14,365-99.5% |