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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 | $50,956 | $99,053-48.6% | $88,179-42.2% | $138,895-63.3% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.1%-47.7pp | 79.9%-58.5pp |
| Annual return | 15.43% | 78.17%-62.7pp | 64.97%-49.5pp | 145.39%-130.0pp |
| Employer contribution / active EE | $443 | $2,882-84.6% | $2,549-82.6% | $4,194-89.4% |
| Participant deferral / active EE | $838 | $5,225-84.0% | $4,614-81.8% | $6,396-86.9% |
| Admin fee / account holder | $24 | $8,748-99.7% | $7,673-99.7% | $12,562-99.8% |