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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 | $21,400 | $84,236-74.6% | $170,435-87.4% | $70,126-69.5% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 74.98% | 23.06%+51.9pp | 205.94%-131.0pp | 73.15%+1.8pp |
| Employer contribution / active EE | $500 | $3,387-85.2% | $5,432-90.8% | $2,343-78.7% |
| Participant deferral / active EE | $744 | $3,086-75.9% | $4,939-84.9% | $3,332-77.7% |
| Admin fee / account holder | $259 | $5,698-95.4% | $13,881-98.1% | $4,645-94.4% |