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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 | $29,899 | $211,239-85.8% | $178,528-83.3% | $145,877-79.5% |
| Participation rate | 40.9% | 80.8%-39.9pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 88.38% | 30.22%+58.2pp | 27.11%+61.3pp | 551.28%-462.9pp |
| Employer contribution / active EE | $7,861 | $4,570+72.0% | $3,950+99.0% | $4,663+68.6% |
| Participant deferral / active EE | $344 | $6,963-95.1% | $6,278-94.5% | $6,691-94.9% |
| Admin fee / account holder | $64 | $12,095-99.5% | $10,419-99.4% | $13,402-99.5% |