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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 | $32,484 | $77,358-58.0% | $102,184-68.2% | $87,485-62.9% |
| Participation rate | 23.7% | 78.7%-55.0pp | 82.6%-58.9pp | 68.9%-45.2pp |
| Annual return | 110.24% | 41.11%+69.1pp | 31.58%+78.7pp | 26.06%+84.2pp |
| Employer contribution / active EE | $5 | $2,562-99.8% | $3,594-99.9% | $2,596-99.8% |
| Participant deferral / active EE | $1,244 | $6,753-81.6% | $8,309-85.0% | $4,274-70.9% |
| Admin fee / account holder | $15 | $6,809-99.8% | $11,609-99.9% | $7,775-99.8% |