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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 | $67,467 | $114,013-40.8% | $103,693-34.9% | $155,188-56.5% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.4pp | 80.8%-58.6pp |
| Annual return | 15.71% | 49.31%-33.6pp | 47.61%-31.9pp | 148.84%-133.1pp |
| Employer contribution / active EE | $296 | $3,131-90.5% | $2,920-89.9% | $4,248-93.0% |
| Participant deferral / active EE | $451 | $4,970-90.9% | $4,579-90.2% | $6,531-93.1% |
| Admin fee / account holder | $226 | $8,407-97.3% | $7,858-97.1% | $14,480-98.4% |