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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 | $11,075 | $81,276-86.4% | $155,574-92.9% | $80,925-86.3% |
| Participation rate | 17.0% | 66.2%-49.2pp | 78.2%-61.2pp | 67.7%-50.6pp |
| Annual return | 53.43% | 33.36%+20.1pp | 64.87%-11.4pp | 35.65%+17.8pp |
| Employer contribution / active EE | $504 | $3,103-83.8% | $4,676-89.2% | $2,756-81.7% |
| Participant deferral / active EE | $876 | $3,453-74.6% | $5,629-84.4% | $4,299-79.6% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |