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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 | $28,247 | $115,814-75.6% | $101,275-72.1% | $158,982-82.2% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 13.93% | 56.16%-42.2pp | 46.48%-32.6pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,066 | $4,176-74.5% | $3,660-70.9% | $4,763-77.6% |
| Participant deferral / active EE | $1,283 | $4,958-74.1% | $4,371-70.6% | $5,983-78.6% |
| Admin fee / account holder | $16 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |