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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 | $58,234-72.7% | $81,783-80.6% | $80,874-80.3% |
| Participation rate | 18.3% | 63.4%-45.2pp | 72.4%-54.1pp | 67.6%-49.4pp |
| Annual return | 11.47% | 41.70%-30.2pp | 775.05%-763.6pp | 35.62%-24.1pp |
| Employer contribution / active EE | $493 | $2,341-78.9% | $2,913-83.1% | $2,756-82.1% |
| Participant deferral / active EE | $613 | $3,283-81.3% | $4,320-85.8% | $4,297-85.7% |
| Admin fee / account holder | $100 | $4,982-98.0% | $7,380-98.6% | $6,935-98.6% |