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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 | $41,931 | $103,000-59.3% | $90,300-53.6% | $152,885-72.6% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | 19.70% | 95.19%-75.5pp | 78.11%-58.4pp | 345.39%-325.7pp |
| Employer contribution / active EE | $370 | $3,138-88.2% | $2,854-87.0% | $4,763-92.2% |
| Participant deferral / active EE | $461 | $4,281-89.2% | $3,884-88.1% | $5,851-92.1% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |