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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 | $15,906 | $58,311-72.7% | $81,882-80.6% | $80,959-80.4% |
| Participation rate | 18.3% | 63.5%-45.2pp | 72.4%-54.1pp | 67.7%-49.4pp |
| Annual return | 11.47% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $493 | $2,347-79.0% | $2,916-83.1% | $2,757-82.1% |
| Participant deferral / active EE | $613 | $3,287-81.3% | $4,323-85.8% | $4,300-85.7% |
| Admin fee / account holder | $100 | $4,752-97.9% | $7,360-98.6% | $6,925-98.6% |