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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 | $19,838 | $47,479-58.2% | $62,929-68.5% | $82,448-75.9% |
| Participation rate | 15.4% | 66.9%-51.5pp | 73.1%-57.7pp | 68.1%-52.7pp |
| Annual return | 21.68% | 20.34%+1.3pp | 1063.93%-1042.2pp | 41.64%-20.0pp |
| Employer contribution / active EE | $404 | $1,885-78.6% | $2,505-83.9% | $2,551-84.2% |
| Participant deferral / active EE | $581 | $2,870-79.8% | $3,888-85.1% | $4,139-86.0% |
| Admin fee / account holder | $75 | $3,804-98.0% | $5,065-98.5% | $7,234-99.0% |