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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 | $12,900 | $56,134-77.0% | $96,171-86.6% | $85,847-85.0% |
| Participation rate | 23.9% | 56.7%-32.8pp | 68.4%-44.5pp | 69.3%-45.4pp |
| Annual return | 17.65% | 42.30%-24.7pp | 192.04%-174.4pp | 318.61%-301.0pp |
| Employer contribution / active EE | $401 | $1,620-75.3% | $2,799-85.7% | $2,565-84.4% |
| Participant deferral / active EE | $726 | $2,858-74.6% | $4,350-83.3% | $3,952-81.6% |
| Admin fee / account holder | $51 | $3,769-98.7% | $5,538-99.1% | $6,261-99.2% |