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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 | $10,521 | $58,311-82.0% | $81,882-87.2% | $80,959-87.0% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 13.78% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $329 | $2,347-86.0% | $2,916-88.7% | $2,757-88.1% |
| Participant deferral / active EE | $573 | $3,287-82.6% | $4,323-86.7% | $4,300-86.7% |
| Admin fee / account holder | $34 | $4,752-99.3% | $7,360-99.5% | $6,925-99.5% |