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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 | $24,271 | $101,063-76.0% | $81,473-70.2% | $147,586-83.6% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 24.42% | 32.41%-8.0pp | 38.78%-14.4pp | 578.59%-554.2pp |
| Employer contribution / active EE | $330 | $3,206-89.7% | $2,568-87.1% | $4,876-93.2% |
| Participant deferral / active EE | $495 | $4,242-88.3% | $3,537-86.0% | $5,439-90.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |