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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 | $14,634 | $52,961-72.4% | $172,755-91.5% | $65,185-77.6% |
| Participation rate | 23.3% | 66.2%-42.9pp | 82.6%-59.3pp | 70.2%-46.9pp |
| Annual return | 23.54% | 30.12%-6.6pp | 802.94%-779.4pp | 29.38%-5.8pp |
| Employer contribution / active EE | $340 | $2,190-84.5% | $5,144-93.4% | $2,177-84.4% |
| Participant deferral / active EE | $544 | $2,471-78.0% | $5,198-89.5% | $3,514-84.5% |
| Admin fee / account holder | $183 | $472-61.2% | $13,955-98.7% | $847-78.4% |