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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 | $35,747 | $57,061-37.4% | $85,063-58.0% | $80,911-55.8% |
| Participation rate | 7.1% | 56.3%-49.2pp | 67.5%-60.4pp | 67.6%-60.5pp |
| Annual return | 20.55% | 21.66%-1.1pp | 66.54%-46.0pp | 35.63%-15.1pp |
| Employer contribution / active EE | $290 | $1,799-83.9% | $2,727-89.4% | $2,756-89.5% |
| Participant deferral / active EE | $400 | $3,110-87.1% | $4,523-91.2% | $4,297-90.7% |
| Admin fee / account holder | $19 | $4,986-99.6% | $6,155-99.7% | $6,935-99.7% |