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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 | $42,907 | $58,258-26.3% | $81,820-47.6% | $80,925-47.0% |
| Participation rate | 21.4% | 63.5%-42.0pp | 72.4%-51.0pp | 67.7%-46.2pp |
| Annual return | 14.97% | 41.76%-26.8pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $299 | $2,345-87.2% | $2,915-89.7% | $2,756-89.1% |
| Participant deferral / active EE | $391 | $3,284-88.1% | $4,323-90.9% | $4,299-90.9% |
| Admin fee / account holder | $204 | $4,976-95.9% | $7,391-97.2% | $6,940-97.1% |