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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 | $26,648 | $100,203-73.4% | $85,240-68.7% | $145,897-81.7% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.4pp | 80.3%-39.1pp |
| Annual return | 12.40% | 84.28%-71.9pp | 66.75%-54.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $446 | $3,242-86.2% | $2,735-83.7% | $4,663-90.4% |
| Participant deferral / active EE | $610 | $5,299-88.5% | $4,527-86.5% | $6,689-90.9% |
| Admin fee / account holder | $160 | $7,265-97.8% | $6,165-97.4% | $13,390-98.8% |