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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 | $28,818 | $99,079-70.9% | $78,002-63.1% | $273,972-89.5% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.5%-21.7pp | 83.0%-29.2pp |
| Annual return | 7.23% | 217.93%-210.7pp | 425.99%-418.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $492 | $3,308-85.1% | $2,470-80.1% | $4,869-89.9% |
| Participant deferral / active EE | $826 | $4,306-80.8% | $3,497-76.4% | $5,287-84.4% |
| Admin fee / account holder | $3 | $8,954-100.0% | $5,481-99.9% | $10,133-100.0% |