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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 | $19,268 | $34,316-43.9% | $74,723-74.2% | $72,976-73.6% |
| Participation rate | 31.8% | 42.4%-10.6pp | 54.5%-22.6pp | 69.5%-37.7pp |
| Annual return | 21.22% | 26.58%-5.4pp | 753.18%-732.0pp | 81.02%-59.8pp |
| Employer contribution / active EE | $265 | $692-61.7% | $1,084-75.5% | $2,440-89.1% |
| Participant deferral / active EE | $267 | $1,272-79.0% | $1,962-86.4% | $3,608-92.6% |
| Admin fee / account holder | $234 | $2,125-89.0% | $3,335-93.0% | $5,124-95.4% |