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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 | $21,393 | $48,053-55.5% | $84,637-74.7% | $72,976-70.7% |
| Participation rate | 4.5% | 57.6%-53.0pp | 68.2%-63.7pp | 69.5%-64.9pp |
| Annual return | 38.32% | 37.39%+0.9pp | 258.82%-220.5pp | 81.02%-42.7pp |
| Employer contribution / active EE | $270 | $1,602-83.1% | $2,653-89.8% | $2,440-88.9% |
| Participant deferral / active EE | $447 | $2,681-83.3% | $3,900-88.5% | $3,608-87.6% |
| Admin fee / account holder | $52 | $3,395-98.5% | $4,914-98.9% | $5,124-99.0% |