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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 | $18,786 | $48,432-61.2% | $121,204-84.5% | $71,511-73.7% |
| Participation rate | 13.1% | 54.3%-41.2pp | 69.5%-56.4pp | 67.9%-54.8pp |
| Annual return | 27.81% | 23.28%+4.5pp | 987.18%-959.4pp | 28.86%-1.0pp |
| Employer contribution / active EE | $361 | $1,493-75.8% | $4,170-91.3% | $2,589-86.1% |
| Participant deferral / active EE | $700 | $2,756-74.6% | $4,083-82.8% | $4,291-83.7% |
| Admin fee / account holder | $77 | $1,845-95.8% | $5,651-98.6% | $1,588-95.1% |