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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 | $14,084 | $29,733-52.6% | $56,025-74.9% | $80,959-82.6% |
| Participation rate | 6.9% | 41.7%-34.8pp | 52.5%-45.6pp | 67.7%-60.8pp |
| Annual return | 17.61% | 35.28%-17.7pp | 1712.69%-1695.1pp | 35.67%-18.1pp |
| Employer contribution / active EE | $173 | $672-74.3% | $1,042-83.4% | $2,757-93.7% |
| Participant deferral / active EE | $196 | $1,229-84.0% | $1,955-89.9% | $4,300-95.4% |
| Admin fee / account holder | $49 | $2,434-98.0% | $2,828-98.3% | $6,925-99.3% |