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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 | $69,168 | $85,171-18.8% | $172,752-60.0% | $72,975-5.2% |
| Participation rate | 56.0% | 70.1%-14.1pp | 82.6%-26.6pp | 69.5%-13.5pp |
| Annual return | 45.13% | 27.32%+17.8pp | 802.97%-757.8pp | 81.01%-35.9pp |
| Employer contribution / active EE | $452 | $3,324-86.4% | $5,144-91.2% | $2,440-81.5% |
| Participant deferral / active EE | $697 | $3,260-78.6% | $5,198-86.6% | $3,608-80.7% |
| Admin fee / account holder | $175 | $5,880-97.0% | $13,955-98.7% | $5,124-96.6% |