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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 | $16,080 | $99,053-83.8% | $88,179-81.8% | $138,895-88.4% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 26.61% | 78.17%-51.6pp | 64.97%-38.4pp | 145.39%-118.8pp |
| Employer contribution / active EE | $518 | $2,882-82.0% | $2,549-79.7% | $4,194-87.7% |
| Participant deferral / active EE | $728 | $5,225-86.1% | $4,614-84.2% | $6,396-88.6% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |