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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 | $24,338 | $73,546-66.9% | $63,018-61.4% | $147,586-83.5% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.8%-29.3pp | 82.8%-37.4pp |
| Annual return | 20.28% | 175.56%-155.3pp | 87.62%-67.3pp | 578.59%-558.3pp |
| Employer contribution / active EE | $425 | $3,324-87.2% | $2,761-84.6% | $4,876-91.3% |
| Participant deferral / active EE | $513 | $4,185-87.7% | $3,330-84.6% | $5,439-90.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |