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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 | $8,296 | $49,976-83.4% | $66,674-87.6% | $82,637-90.0% |
| Participation rate | 24.4% | 63.1%-38.7pp | 73.7%-49.3pp | 68.1%-43.7pp |
| Annual return | 16.79% | 39.09%-22.3pp | 321.24%-304.4pp | 53.51%-36.7pp |
| Employer contribution / active EE | $269 | $1,988-86.5% | $2,620-89.7% | $2,552-89.5% |
| Participant deferral / active EE | $317 | $2,847-88.9% | $4,084-92.2% | $4,126-92.3% |
| Admin fee / account holder | $40 | $4,594-99.1% | $5,098-99.2% | $7,339-99.5% |