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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 | $36,980 | $109,908-66.4% | $97,161-61.9% | $145,978-74.7% |
| Participation rate | 23.5% | 75.9%-52.4pp | 72.7%-49.2pp | 80.3%-56.8pp |
| Annual return | 9.94% | 243.80%-233.9pp | 75.36%-65.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $547 | $3,077-82.2% | $2,723-79.9% | $4,662-88.3% |
| Participant deferral / active EE | $567 | $4,679-87.9% | $4,265-86.7% | $6,690-91.5% |
| Admin fee / account holder | $190 | $6,213-96.9% | $5,647-96.6% | $13,400-98.6% |