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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 | $42,836 | $91,198-53.0% | $178,503-76.0% | $79,856-46.4% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | 241.38% | 24.20%+217.2pp | 151.12%+90.3pp | 31.71%+209.7pp |
| Employer contribution / active EE | $645 | $3,257-80.2% | $5,011-87.1% | $2,471-73.9% |
| Participant deferral / active EE | $797 | $3,237-75.4% | $5,202-84.7% | $3,741-78.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |