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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 | $32,519 | $93,345-65.2% | $119,126-72.7% | $87,485-62.8% |
| Participation rate | 21.4% | 68.7%-47.3pp | 75.8%-54.3pp | 68.9%-47.5pp |
| Annual return | 21.44% | 19.08%+2.4pp | 282.11%-260.7pp | 26.06%-4.6pp |
| Employer contribution / active EE | $841 | $3,172-73.5% | $4,034-79.2% | $2,596-67.6% |
| Participant deferral / active EE | $1,230 | $4,099-70.0% | $5,318-76.9% | $4,274-71.2% |
| Admin fee / account holder | $40 | $8,039-99.5% | $10,693-99.6% | $7,775-99.5% |