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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 | $25,579 | $55,889-54.2% | $76,119-66.4% | $80,935-68.4% |
| Participation rate | 20.7% | 62.1%-41.4pp | 69.1%-48.4pp | 67.7%-47.0pp |
| Annual return | 18.19% | 20.58%-2.4pp | 361.25%-343.1pp | 35.66%-17.5pp |
| Employer contribution / active EE | $530 | $1,866-71.6% | $2,693-80.3% | $2,757-80.8% |
| Participant deferral / active EE | $731 | $3,051-76.0% | $4,259-82.8% | $4,299-83.0% |
| Admin fee / account holder | $0 | $5,241-100.0% | $6,421-100.0% | $6,924-100.0% |