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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 | $27,700 | $84,708-67.3% | $75,714-63.4% | $167,536-83.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 16.92% | 199.62%-182.7pp | 104.62%-87.7pp | 478.82%-461.9pp |
| Employer contribution / active EE | $832 | $3,231-74.2% | $2,744-69.7% | $4,839-82.8% |
| Participant deferral / active EE | $961 | $4,577-79.0% | $3,820-74.9% | $6,342-84.9% |
| Admin fee / account holder | $164 | $5,358-96.9% | $3,619-95.5% | $12,315-98.7% |