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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 | $25,175 | $100,203-74.9% | $85,240-70.5% | $145,897-82.7% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 17.60% | 84.28%-66.7pp | 66.75%-49.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $490 | $3,242-84.9% | $2,735-82.1% | $4,663-89.5% |
| Participant deferral / active EE | $724 | $5,299-86.3% | $4,527-84.0% | $6,689-89.2% |
| Admin fee / account holder | $163 | $7,265-97.8% | $6,165-97.4% | $13,390-98.8% |