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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 | $13,351 | $77,908-82.9% | $149,696-91.1% | $75,173-82.2% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.6pp | 67.2%-45.0pp |
| Annual return | 22.33% | 31.73%-9.4pp | 134.46%-112.1pp | 160.72%-138.4pp |
| Employer contribution / active EE | $417 | $3,138-86.7% | $4,821-91.3% | $2,671-84.4% |
| Participant deferral / active EE | $806 | $3,411-76.4% | $5,682-85.8% | $4,126-80.5% |
| Admin fee / account holder | $28 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |