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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 | $25,151 | $49,891-49.6% | $80,607-68.8% | $75,181-66.5% |
| Participation rate | 7.9% | 55.3%-47.4pp | 67.0%-59.1pp | 67.2%-59.3pp |
| Annual return | 18.77% | 34.67%-15.9pp | 936.11%-917.3pp | 160.69%-141.9pp |
| Employer contribution / active EE | $370 | $1,698-78.2% | $2,724-86.4% | $2,671-86.1% |
| Participant deferral / active EE | $505 | $2,991-83.1% | $4,448-88.6% | $4,126-87.8% |
| Admin fee / account holder | $79 | $3,578-97.8% | $5,379-98.5% | $5,650-98.6% |