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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 | $6,639 | $52,353-87.3% | $120,225-94.5% | $82,448-91.9% |
| Participation rate | 49.5% | 58.3%-8.8pp | 69.6%-20.1pp | 68.1%-18.6pp |
| Annual return | 18.76% | 61.85%-43.1pp | 439.23%-420.5pp | 41.64%-22.9pp |
| Employer contribution / active EE | $326 | $1,510-78.4% | $3,475-90.6% | $2,551-87.2% |
| Participant deferral / active EE | $459 | $2,627-82.5% | $3,999-88.5% | $4,139-88.9% |
| Admin fee / account holder | $183 | $4,363-95.8% | $5,696-96.8% | $7,234-97.5% |