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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 | $17,542 | $100,792-82.6% | $86,691-79.8% | $134,509-87.0% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -14.25% | 29.08%-43.3pp | 35.94%-50.2pp | 418.13%-432.4pp |
| Employer contribution / active EE | $866 | $3,491-75.2% | $2,837-69.5% | $4,741-81.7% |
| Participant deferral / active EE | $905 | $5,339-83.1% | $4,656-80.6% | $6,400-85.9% |
| Admin fee / account holder | $156 | $10,924-98.6% | $7,492-97.9% | $11,427-98.6% |