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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 | $22,692 | $45,900-50.6% | $94,057-75.9% | $64,340-64.7% |
| Participation rate | 6.0% | 50.6%-44.5pp | 73.3%-67.3pp | 55.2%-49.2pp |
| Annual return | 14.99% | 50.47%-35.5pp | 480.62%-465.6pp | 24.14%-9.2pp |
| Employer contribution / active EE | $176 | $1,612-89.1% | $2,933-94.0% | $1,862-90.5% |
| Participant deferral / active EE | $423 | $2,102-79.9% | $4,709-91.0% | $2,980-85.8% |
| Admin fee / account holder | $97 | $3,143-96.9% | $7,244-98.7% | $3,703-97.4% |