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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 | $31,018 | $114,013-72.8% | $103,693-70.1% | $155,188-80.0% |
| Participation rate | 38.5% | 75.2%-36.7pp | 72.6%-34.2pp | 80.8%-42.3pp |
| Annual return | 17.87% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $563 | $3,131-82.0% | $2,920-80.7% | $4,248-86.7% |
| Participant deferral / active EE | $618 | $4,970-87.6% | $4,579-86.5% | $6,531-90.5% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |