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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 | $25,359 | $48,053-47.2% | $84,623-70.0% | $72,983-65.3% |
| Participation rate | 67.9% | 57.6%+10.3pp | 68.2%-0.4pp | 69.5%-1.6pp |
| Annual return | 18.18% | 37.39%-19.2pp | 258.77%-240.6pp | 81.01%-62.8pp |
| Employer contribution / active EE | $613 | $1,602-61.8% | $2,652-76.9% | $2,440-74.9% |
| Participant deferral / active EE | $639 | $2,681-76.2% | $3,899-83.6% | $3,608-82.3% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,913-100.0% | $5,124-100.0% |