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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 | $3,025 | $70,366-95.7% | $66,674-95.5% | $138,895-97.8% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.7%-20.3pp | 79.9%-26.6pp |
| Annual return | 31.96% | 386.41%-354.5pp | 321.24%-289.3pp | 145.39%-113.4pp |
| Employer contribution / active EE | $456 | $2,765-83.5% | $2,620-82.6% | $4,194-89.1% |
| Participant deferral / active EE | $469 | $4,374-89.3% | $4,084-88.5% | $6,396-92.7% |
| Admin fee / account holder | $282 | $5,262-94.7% | $5,098-94.5% | $12,562-97.8% |