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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 | $33,221 | $93,345-64.4% | $119,126-72.1% | $87,485-62.0% |
| Participation rate | 36.7% | 68.7%-32.1pp | 75.8%-39.1pp | 68.9%-32.3pp |
| Annual return | 18.34% | 19.08%-0.7pp | 282.11%-263.8pp | 26.06%-7.7pp |
| Employer contribution / active EE | $832 | $3,172-73.8% | $4,034-79.4% | $2,596-67.9% |
| Participant deferral / active EE | $1,605 | $4,099-60.8% | $5,318-69.8% | $4,274-62.4% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |