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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 | $9,547 | $81,276-88.3% | $155,574-93.9% | $80,925-88.2% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 67.60% | 33.36%+34.2pp | 64.87%+2.7pp | 35.65%+32.0pp |
| Employer contribution / active EE | $381 | $3,103-87.7% | $4,676-91.9% | $2,756-86.2% |
| Participant deferral / active EE | $502 | $3,453-85.5% | $5,629-91.1% | $4,299-88.3% |
| Admin fee / account holder | $134 | $7,993-98.3% | $15,914-99.2% | $6,940-98.1% |