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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 | $89,384 | $100,073-10.7% | $85,126+5.0% | $145,877-38.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.29% | 84.11%-70.8pp | 66.63%-53.3pp | 551.28%-538.0pp |
| Employer contribution / active EE | $854 | $3,236-73.6% | $2,731-68.7% | $4,663-81.7% |
| Participant deferral / active EE | $854 | $5,294-83.9% | $4,523-81.1% | $6,691-87.2% |
| Admin fee / account holder | $18 | $7,261-99.8% | $6,160-99.7% | $13,402-99.9% |