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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 | $58,372 | $58,726-0.6% | $92,240-36.7% | $62,293-6.3% |
| Participation rate | 11.8% | 68.3%-56.5pp | 76.5%-64.7pp | 69.5%-57.7pp |
| Annual return | 21.22% | 43.62%-22.4pp | 176.29%-155.1pp | 28.90%-7.7pp |
| Employer contribution / active EE | $649 | $2,392-72.9% | $3,680-82.4% | $2,042-68.2% |
| Participant deferral / active EE | $906 | $2,766-67.2% | $3,897-76.8% | $3,169-71.4% |
| Admin fee / account holder | $16 | $556-97.2% | $5,194-99.7% | $479-96.7% |