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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 | $29,232 | $52,353-44.2% | $120,225-75.7% | $82,448-64.5% |
| Participation rate | 9.4% | 58.3%-48.9pp | 69.6%-60.2pp | 68.1%-58.7pp |
| Annual return | 21.06% | 61.85%-40.8pp | 439.23%-418.2pp | 41.64%-20.6pp |
| Employer contribution / active EE | $424 | $1,510-71.9% | $3,475-87.8% | $2,551-83.4% |
| Participant deferral / active EE | $424 | $2,627-83.9% | $3,999-89.4% | $4,139-89.8% |
| Admin fee / account holder | $170 | $4,363-96.1% | $5,696-97.0% | $7,234-97.7% |