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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 | $58,241-81.9% | $81,780-87.1% | $80,911-87.0% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.4%-52.4pp | 67.6%-47.6pp |
| Annual return | 13.78% | 41.73%-27.9pp | 776.27%-762.5pp | 35.63%-21.8pp |
| Employer contribution / active EE | $329 | $2,343-86.0% | $2,914-88.7% | $2,756-88.1% |
| Participant deferral / active EE | $573 | $3,283-82.5% | $4,321-86.7% | $4,297-86.7% |
| Admin fee / account holder | $34 | $4,973-99.3% | $7,384-99.5% | $6,935-99.5% |