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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 | $8,716 | $69,252-87.4% | $64,099-86.4% | $139,456-93.8% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 19.59% | 45.89%-26.3pp | 33.70%-14.1pp | 373.45%-353.9pp |
| Employer contribution / active EE | $408 | $3,184-87.2% | $2,748-85.2% | $4,753-91.4% |
| Participant deferral / active EE | $612 | $4,683-86.9% | $3,881-84.2% | $6,711-90.9% |
| Admin fee / account holder | $93 | $4,248-97.8% | $3,070-97.0% | $11,407-99.2% |