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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 | $6,479 | $69,248-90.6% | $64,101-89.9% | $139,466-95.4% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 24.16% | 45.95%-21.8pp | 33.72%-9.6pp | 373.66%-349.5pp |
| Employer contribution / active EE | $524 | $3,185-83.5% | $2,749-80.9% | $4,754-89.0% |
| Participant deferral / active EE | $747 | $4,682-84.1% | $3,881-80.8% | $6,712-88.9% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |