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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 | $2,699 | $31,105-91.3% | $53,647-95.0% | $64,097-95.8% |
| Participation rate | 39.0% | 30.7%+8.3pp | 56.3%-17.3pp | 55.2%-16.2pp |
| Annual return | 24.09% | 22.54%+1.5pp | 358.33%-334.2pp | 34.64%-10.6pp |
| Employer contribution / active EE | $171 | $441-61.3% | $962-82.3% | $1,891-91.0% |
| Participant deferral / active EE | $171 | $896-81.0% | $1,813-90.6% | $3,080-94.5% |
| Admin fee / account holder | $131 | $2,195-94.0% | $2,460-94.7% | $3,454-96.2% |