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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 | $30,324 | $60,119-49.6% | $90,430-66.5% | $79,858-62.0% |
| Participation rate | 67.6% | 65.0%+2.7pp | 72.7%-5.0pp | 69.6%-2.0pp |
| Annual return | 22.19% | 71.94%-49.7pp | 1293.73%-1271.5pp | 31.72%-9.5pp |
| Employer contribution / active EE | $875 | $2,068-57.7% | $3,262-73.2% | $2,471-64.6% |
| Participant deferral / active EE | $506 | $2,938-82.8% | $3,963-87.2% | $3,740-86.5% |
| Admin fee / account holder | $299 | $3,976-92.5% | $5,613-94.7% | $5,306-94.4% |