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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 | $20,716 | $58,888-64.8% | $178,499-88.4% | $73,493-71.8% |
| Participation rate | 33.3% | 66.2%-32.9pp | 81.9%-48.6pp | 70.7%-37.3pp |
| Annual return | 16.25% | 24.86%-8.6pp | 151.10%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $786 | $2,236-64.9% | $5,011-84.3% | $2,270-65.4% |
| Participant deferral / active EE | $66 | $2,568-97.4% | $5,202-98.7% | $3,740-98.2% |
| Admin fee / account holder | $257 | $400-35.9% | $13,986-98.2% | $513-50.0% |