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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 | $15,781 | $85,171-81.5% | $172,752-90.9% | $72,975-78.4% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 22.63% | 27.32%-4.7pp | 802.97%-780.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $674 | $3,324-79.7% | $5,144-86.9% | $2,440-72.4% |
| Participant deferral / active EE | $887 | $3,260-72.8% | $5,198-82.9% | $3,608-75.4% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |