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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 | $5,949 | $22,602-73.7% | $65,583-90.9% | $75,177-92.1% |
| Participation rate | 25.7% | 63.1%-37.4pp | 65.0%-39.3pp | 67.2%-41.5pp |
| Annual return | 32.91% | 71.13%-38.2pp | 47.46%-14.6pp | 160.75%-127.8pp |
| Employer contribution / active EE | $407 | $941-56.8% | $1,692-76.0% | $2,671-84.8% |
| Participant deferral / active EE | $557 | $1,695-67.1% | $2,833-80.3% | $4,126-86.5% |
| Admin fee / account holder | $192 | $1,877-89.8% | $4,112-95.3% | $5,651-96.6% |