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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 | $71,618 | $227,633-68.5% | $189,597-62.2% | $167,553-57.3% |
| Participation rate | 16.7% | 82.5%-65.8pp | 78.4%-61.8pp | 82.1%-65.4pp |
| Annual return | 14.69% | 78.45%-63.8pp | 64.20%-49.5pp | 478.89%-464.2pp |
| Employer contribution / active EE | $790 | $5,317-85.2% | $4,412-82.1% | $4,840-83.7% |
| Participant deferral / active EE | $1,363 | $7,003-80.5% | $6,174-77.9% | $6,343-78.5% |
| Admin fee / account holder | $20 | $11,879-99.8% | $9,807-99.8% | $12,316-99.8% |