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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 | $21,739 | $61,125-64.4% | $94,057-76.9% | $87,485-75.2% |
| Participation rate | 15.2% | 64.1%-48.9pp | 73.3%-58.2pp | 68.9%-53.8pp |
| Annual return | 25.88% | 35.20%-9.3pp | 480.62%-454.7pp | 26.06%-0.2pp |
| Employer contribution / active EE | $363 | $2,136-83.0% | $2,933-87.6% | $2,596-86.0% |
| Participant deferral / active EE | $708 | $3,260-78.3% | $4,709-85.0% | $4,274-83.4% |
| Admin fee / account holder | $99 | $5,629-98.2% | $7,244-98.6% | $7,775-98.7% |