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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 | $43,646 | $29,736+46.8% | $56,033-22.1% | $80,935-46.1% |
| Participation rate | 8.2% | 41.7%-33.5pp | 52.5%-44.3pp | 67.7%-59.4pp |
| Annual return | 12.42% | 35.28%-22.9pp | 1711.38%-1699.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $122 | $671-81.9% | $1,041-88.3% | $2,757-95.6% |
| Participant deferral / active EE | $163 | $1,228-86.7% | $1,954-91.7% | $4,299-96.2% |
| Admin fee / account holder | $20 | $2,434-99.2% | $2,827-99.3% | $6,924-99.7% |