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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 | $54,604 | $48,364+12.9% | $71,796-23.9% | $62,881-13.2% |
| Participation rate | 15.9% | 60.6%-44.7pp | 69.1%-53.2pp | 69.3%-53.4pp |
| Annual return | 6.47% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $461 | $1,042-55.8% | $1,924-76.1% | $2,281-79.8% |
| Participant deferral / active EE | $461 | $2,091-78.0% | $2,794-83.5% | $3,203-85.6% |
| Admin fee / account holder | $16 | $3,771-99.6% | $4,815-99.7% | $4,296-99.6% |