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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 | $8,259 | $69,118-88.1% | $53,647-84.6% | $138,895-94.1% |
| Participation rate | 13.6% | 64.0%-50.3pp | 56.3%-42.6pp | 79.9%-66.3pp |
| Annual return | 17.24% | 248.26%-231.0pp | 358.33%-341.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $92 | $1,189-92.2% | $962-90.4% | $4,194-97.8% |
| Participant deferral / active EE | $189 | $2,274-91.7% | $1,813-89.6% | $6,396-97.0% |
| Admin fee / account holder | $30 | $2,724-98.9% | $2,460-98.8% | $12,562-99.8% |