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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 | $31,279 | $52,353-40.3% | $120,225-74.0% | $82,448-62.1% |
| Participation rate | 9.5% | 58.3%-48.8pp | 69.6%-60.1pp | 68.1%-58.5pp |
| Annual return | 19.52% | 61.85%-42.3pp | 439.23%-419.7pp | 41.64%-22.1pp |
| Employer contribution / active EE | $356 | $1,510-76.5% | $3,475-89.8% | $2,551-86.1% |
| Participant deferral / active EE | $636 | $2,627-75.8% | $3,999-84.1% | $4,139-84.6% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |