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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 | $47,126 | $77,920-39.5% | $149,723-68.5% | $75,177-37.3% |
| Participation rate | 18.4% | 65.6%-47.2pp | 78.8%-60.4pp | 67.2%-48.8pp |
| Annual return | 13.57% | 31.72%-18.2pp | 134.50%-120.9pp | 160.75%-147.2pp |
| Employer contribution / active EE | $381 | $3,138-87.8% | $4,821-92.1% | $2,671-85.7% |
| Participant deferral / active EE | $572 | $3,411-83.2% | $5,682-89.9% | $4,126-86.1% |
| Admin fee / account holder | $50 | $5,951-99.2% | $13,215-99.6% | $5,651-99.1% |