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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 | $31,052 | $94,031-67.0% | $115,768-73.2% | $82,448-62.3% |
| Participation rate | 29.4% | 70.4%-41.0pp | 74.4%-45.0pp | 68.1%-38.7pp |
| Annual return | 20.22% | 20.61%-0.4pp | 100.46%-80.2pp | 41.64%-21.4pp |
| Employer contribution / active EE | $651 | $2,323-72.0% | $2,940-77.9% | $2,551-74.5% |
| Participant deferral / active EE | $1,420 | $3,972-64.2% | $4,917-71.1% | $4,139-65.7% |
| Admin fee / account holder | $125 | $10,249-98.8% | $12,439-99.0% | $7,234-98.3% |