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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 | $24,307 | $95,406-74.5% | $185,849-86.9% | $85,847-71.7% |
| Participation rate | 30.9% | 68.8%-37.9pp | 81.7%-50.8pp | 69.3%-38.4pp |
| Annual return | 14.58% | 23.59%-9.0pp | 122.10%-107.5pp | 318.61%-304.0pp |
| Employer contribution / active EE | $566 | $3,314-82.9% | $5,169-89.0% | $2,565-77.9% |
| Participant deferral / active EE | $968 | $3,424-71.7% | $5,569-82.6% | $3,952-75.5% |
| Admin fee / account holder | $282 | $7,214-96.1% | $16,244-98.3% | $6,261-95.5% |