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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 | $14,584 | $100,073-85.4% | $85,126-82.9% | $145,877-90.0% |
| Participation rate | 18.8% | 74.1%-55.4pp | 67.5%-48.8pp | 80.3%-61.6pp |
| Annual return | 19.52% | 84.11%-64.6pp | 66.63%-47.1pp | 551.28%-531.8pp |
| Employer contribution / active EE | $393 | $3,236-87.9% | $2,731-85.6% | $4,663-91.6% |
| Participant deferral / active EE | $829 | $5,294-84.3% | $4,523-81.7% | $6,691-87.6% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |