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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 | $9,055 | $114,013-92.1% | $103,693-91.3% | $155,188-94.2% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 19.64% | 49.31%-29.7pp | 47.61%-28.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $337 | $3,131-89.2% | $2,920-88.5% | $4,248-92.1% |
| Participant deferral / active EE | $609 | $4,970-87.8% | $4,579-86.7% | $6,531-90.7% |
| Admin fee / account holder | $170 | $8,407-98.0% | $7,858-97.8% | $14,480-98.8% |