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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 | $23,450 | $112,131-79.1% | $95,964-75.6% | $158,982-85.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.47% | 171.19%-152.7pp | 91.64%-73.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,032 | $3,199-67.7% | $2,541-59.4% | $4,763-78.3% |
| Participant deferral / active EE | $945 | $4,784-80.3% | $4,167-77.3% | $5,983-84.2% |
| Admin fee / account holder | $34 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |