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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 | $43,627 | $90,691-51.9% | $76,119-42.7% | $145,884-70.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 14.66% | 624.52%-609.9pp | 361.25%-346.6pp | 551.85%-537.2pp |
| Employer contribution / active EE | $705 | $3,329-78.8% | $2,693-73.8% | $4,662-84.9% |
| Participant deferral / active EE | $916 | $5,167-82.3% | $4,259-78.5% | $6,690-86.3% |
| Admin fee / account holder | $48 | $8,383-99.4% | $6,421-99.3% | $13,392-99.6% |