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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 | $14,698 | $100,073-85.3% | $85,126-82.7% | $145,877-89.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 15.51% | 84.11%-68.6pp | 66.63%-51.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $470 | $3,236-85.5% | $2,731-82.8% | $4,663-89.9% |
| Participant deferral / active EE | $780 | $5,294-85.3% | $4,523-82.8% | $6,691-88.3% |
| Admin fee / account holder | $55 | $7,261-99.2% | $6,160-99.1% | $13,402-99.6% |