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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 | $62,214 | $70,366-11.6% | $66,674-6.7% | $138,895-55.2% |
| Participation rate | 14.3% | 76.2%-61.9pp | 73.7%-59.4pp | 79.9%-65.6pp |
| Annual return | 16.40% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $480 | $2,765-82.7% | $2,620-81.7% | $4,194-88.6% |
| Participant deferral / active EE | $480 | $4,374-89.0% | $4,084-88.3% | $6,396-92.5% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |