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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 | $53,445 | $84,741-36.9% | $75,731-29.4% | $167,553-68.1% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.8%-9.6pp | 82.1%-16.9pp |
| Annual return | 10.40% | 199.72%-189.3pp | 104.65%-94.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $732 | $3,230-77.3% | $2,743-73.3% | $4,840-84.9% |
| Participant deferral / active EE | $768 | $4,577-83.2% | $3,820-79.9% | $6,343-87.9% |
| Admin fee / account holder | $159 | $5,361-97.0% | $3,620-95.6% | $12,316-98.7% |