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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 | $21,501 | $100,203-78.5% | $85,240-74.8% | $145,897-85.3% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 8.92% | 84.28%-75.4pp | 66.75%-57.8pp | 552.29%-543.4pp |
| Employer contribution / active EE | $427 | $3,242-86.8% | $2,735-84.4% | $4,663-90.8% |
| Participant deferral / active EE | $427 | $5,299-91.9% | $4,527-90.6% | $6,689-93.6% |
| Admin fee / account holder | $83 | $7,265-98.9% | $6,165-98.7% | $13,390-99.4% |