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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 | $28,659 | $102,385-72.0% | $147,080-80.5% | $80,935-64.6% |
| Participation rate | 44.4% | 75.9%-31.4pp | 82.2%-37.7pp | 67.7%-23.2pp |
| Annual return | 16.39% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $955 | $3,717-74.3% | $4,933-80.6% | $2,757-65.3% |
| Participant deferral / active EE | $1,423 | $6,651-78.6% | $8,066-82.4% | $4,299-66.9% |
| Admin fee / account holder | $228 | $7,951-97.1% | $12,989-98.2% | $6,924-96.7% |