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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 | $30,640 | $63,346-51.6% | $92,240-66.8% | $70,126-56.3% |
| Participation rate | 26.9% | 68.7%-41.8pp | 76.5%-49.6pp | 69.5%-42.7pp |
| Annual return | 16.51% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.6pp |
| Employer contribution / active EE | $507 | $2,471-79.5% | $3,680-86.2% | $2,343-78.4% |
| Participant deferral / active EE | $693 | $2,854-75.7% | $3,897-82.2% | $3,332-79.2% |
| Admin fee / account holder | $270 | $3,841-93.0% | $5,194-94.8% | $4,645-94.2% |