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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 | $30,060 | $51,638-41.8% | $68,368-56.0% | $82,448-63.5% |
| Participation rate | 7.7% | 63.6%-55.9pp | 73.8%-66.1pp | 68.1%-60.4pp |
| Annual return | 24.26% | 37.53%-13.3pp | 292.57%-268.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $435 | $2,047-78.7% | $2,649-83.6% | $2,551-82.9% |
| Participant deferral / active EE | $435 | $2,914-85.1% | $4,123-89.4% | $4,139-89.5% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |