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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 | $22,300 | $61,125-63.5% | $94,057-76.3% | $87,485-74.5% |
| Participation rate | 14.8% | 64.1%-49.3pp | 73.3%-58.5pp | 68.9%-54.1pp |
| Annual return | 13.08% | 35.20%-22.1pp | 480.62%-467.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $300 | $2,136-86.0% | $2,933-89.8% | $2,596-88.4% |
| Participant deferral / active EE | $676 | $3,260-79.3% | $4,709-85.6% | $4,274-84.2% |
| Admin fee / account holder | $269 | $5,629-95.2% | $7,244-96.3% | $7,775-96.5% |