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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 | $6,040 | $22,602-73.3% | $65,566-90.8% | $75,173-92.0% |
| Participation rate | 17.0% | 63.1%-46.1pp | 64.9%-47.9pp | 67.2%-50.2pp |
| Annual return | 90.01% | 71.13%+18.9pp | 47.40%+42.6pp | 160.72%-70.7pp |
| Employer contribution / active EE | $345 | $941-63.4% | $1,692-79.6% | $2,671-87.1% |
| Participant deferral / active EE | $680 | $1,695-59.9% | $2,832-76.0% | $4,126-83.5% |
| Admin fee / account holder | $257 | $1,877-86.3% | $4,114-93.8% | $5,651-95.5% |