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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 | $55,950 | $77,901-28.2% | $149,717-62.6% | $75,181-25.6% |
| Participation rate | 27.3% | 65.6%-38.3pp | 78.8%-51.5pp | 67.2%-39.9pp |
| Annual return | 45.92% | 31.73%+14.2pp | 134.41%-88.5pp | 160.69%-114.8pp |
| Employer contribution / active EE | $506 | $3,137-83.9% | $4,820-89.5% | $2,671-81.1% |
| Participant deferral / active EE | $689 | $3,411-79.8% | $5,682-87.9% | $4,126-83.3% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |