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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 | $49,549 | $85,766-42.2% | $136,298-63.6% | $70,126-29.3% |
| Participation rate | 68.0% | 74.2%-6.2pp | 81.9%-13.9pp | 69.5%-1.5pp |
| Annual return | 21.25% | 31.46%-10.2pp | 5156.27%-5135.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $1,644 | $2,966-44.6% | $4,696-65.0% | $2,343-29.8% |
| Participant deferral / active EE | $2,136 | $5,051-57.7% | $6,247-65.8% | $3,332-35.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |