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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 | $211,288-85.8% | $178,540-83.3% | $145,884-79.5% |
| Participation rate | 40.9% | 80.8%-39.9pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 88.38% | 30.27%+58.1pp | 27.15%+61.2pp | 551.85%-463.5pp |
| Employer contribution / active EE | $7,861 | $4,574+71.9% | $3,953+98.9% | $4,662+68.6% |
| Participant deferral / active EE | $344 | $6,967-95.1% | $6,281-94.5% | $6,690-94.9% |
| Admin fee / account holder | $64 | $12,105-99.5% | $10,424-99.4% | $13,392-99.5% |