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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 | $10,359 | $77,920-86.7% | $149,723-93.1% | $75,177-86.2% |
| Participation rate | 23.7% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.5pp |
| Annual return | 27.16% | 31.72%-4.6pp | 134.50%-107.3pp | 160.75%-133.6pp |
| Employer contribution / active EE | $529 | $3,138-83.2% | $4,821-89.0% | $2,671-80.2% |
| Participant deferral / active EE | $658 | $3,411-80.7% | $5,682-88.4% | $4,126-84.1% |
| Admin fee / account holder | $23 | $5,951-99.6% | $13,215-99.8% | $5,651-99.6% |