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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 | $49,538 | $63,346-21.8% | $92,240-46.3% | $70,126-29.4% |
| Participation rate | 19.2% | 68.7%-49.4pp | 76.5%-57.3pp | 69.5%-50.3pp |
| Annual return | 17.75% | 530.19%-512.4pp | 176.29%-158.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $557 | $2,471-77.5% | $3,680-84.9% | $2,343-76.2% |
| Participant deferral / active EE | $666 | $2,854-76.7% | $3,897-82.9% | $3,332-80.0% |
| Admin fee / account holder | $270 | $3,841-93.0% | $5,194-94.8% | $4,645-94.2% |