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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 | $31,241 | $85,766-63.6% | $136,298-77.1% | $70,126-55.5% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 17.39% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $539 | $2,966-81.8% | $4,696-88.5% | $2,343-77.0% |
| Participant deferral / active EE | $1,905 | $5,051-62.3% | $6,247-69.5% | $3,332-42.8% |
| Admin fee / account holder | $56 | $5,421-99.0% | $9,244-99.4% | $4,645-98.8% |