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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 | $56,254 | $98,760-43.0% | $149,715-62.4% | $79,858-29.6% |
| Participation rate | 18.6% | 75.8%-57.2pp | 82.5%-63.9pp | 69.6%-51.0pp |
| Annual return | 20.05% | 27.43%-7.4pp | 276.66%-256.6pp | 31.72%-11.7pp |
| Employer contribution / active EE | $722 | $3,217-77.6% | $4,645-84.5% | $2,471-70.8% |
| Participant deferral / active EE | $1,348 | $5,681-76.3% | $6,842-80.3% | $3,740-64.0% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,310-99.9% | $5,306-99.9% |