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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 | $47,729 | $77,574-38.5% | $108,753-56.1% | $86,983-45.1% |
| Participation rate | 59.4% | 62.3%-2.9pp | 71.1%-11.7pp | 69.5%-10.2pp |
| Annual return | 239.64% | 18.42%+221.2pp | 37.47%+202.2pp | 25.83%+213.8pp |
| Employer contribution / active EE | $669 | $1,611-58.4% | $2,427-72.4% | $2,584-74.1% |
| Participant deferral / active EE | $1,186 | $3,128-62.1% | $4,115-71.2% | $4,194-71.7% |
| Admin fee / account holder | $0 | $6,529-100.0% | $10,320-100.0% | $7,856-100.0% |