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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 | $15,829 | $49,896-68.3% | $80,627-80.4% | $75,173-78.9% |
| Participation rate | 8.3% | 55.3%-47.0pp | 67.0%-58.7pp | 67.2%-58.9pp |
| Annual return | 34.74% | 34.67%+0.1pp | 936.76%-902.0pp | 160.72%-126.0pp |
| Employer contribution / active EE | $347 | $1,699-79.6% | $2,723-87.2% | $2,671-87.0% |
| Participant deferral / active EE | $601 | $2,992-79.9% | $4,443-86.5% | $4,126-85.4% |
| Admin fee / account holder | $40 | $3,578-98.9% | $5,381-99.2% | $5,651-99.3% |