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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 | $14,769 | $95,415-84.5% | $185,851-92.1% | $85,851-82.8% |
| Participation rate | 45.5% | 68.8%-23.3pp | 81.7%-36.3pp | 69.3%-23.9pp |
| Annual return | 16.20% | 23.59%-7.4pp | 122.11%-105.9pp | 318.63%-302.4pp |
| Employer contribution / active EE | $641 | $3,314-80.7% | $5,168-87.6% | $2,565-75.0% |
| Participant deferral / active EE | $755 | $3,424-77.9% | $5,569-86.4% | $3,952-80.9% |
| Admin fee / account holder | $89 | $7,215-98.8% | $16,245-99.5% | $6,261-98.6% |