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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 | $19,417 | $100,203-80.6% | $85,240-77.2% | $145,897-86.7% |
| Participation rate | 15.4% | 74.1%-58.7pp | 67.5%-52.1pp | 80.3%-64.9pp |
| Annual return | 13.31% | 84.28%-71.0pp | 66.75%-53.4pp | 552.29%-539.0pp |
| Employer contribution / active EE | $443 | $3,242-86.3% | $2,735-83.8% | $4,663-90.5% |
| Participant deferral / active EE | $487 | $5,299-90.8% | $4,527-89.2% | $6,689-92.7% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |