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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 | $2,666 | $29,319-90.9% | $52,425-94.9% | $82,448-96.8% |
| Participation rate | 58.0% | 46.9%+11.1pp | 55.6%+2.4pp | 68.1%-10.1pp |
| Annual return | 22.82% | 535.20%-512.4pp | 302.12%-279.3pp | 41.64%-18.8pp |
| Employer contribution / active EE | $189 | $586-67.7% | $914-79.3% | $2,551-92.6% |
| Participant deferral / active EE | $215 | $1,171-81.7% | $1,790-88.0% | $4,139-94.8% |
| Admin fee / account holder | $285 | $1,962-85.5% | $2,495-88.6% | $7,234-96.1% |