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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 | $33,133 | $60,442-45.2% | $96,754-65.8% | $87,485-62.1% |
| Participation rate | 12.2% | 58.7%-46.5pp | 70.3%-58.1pp | 68.9%-56.8pp |
| Annual return | 17.91% | 21.97%-4.1pp | 82.04%-64.1pp | 26.06%-8.2pp |
| Employer contribution / active EE | $416 | $1,691-75.4% | $2,679-84.5% | $2,596-84.0% |
| Participant deferral / active EE | $850 | $3,280-74.1% | $4,758-82.1% | $4,274-80.1% |
| Admin fee / account holder | $297 | $5,069-94.1% | $8,905-96.7% | $7,775-96.2% |