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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 | $29,697 | $123,750-76.0% | $69,611-57.3% | $145,877-79.6% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 13.96% | 192.03%-178.1pp | 101.14%-87.2pp | 551.28%-537.3pp |
| Employer contribution / active EE | $259 | $2,672-90.3% | $1,709-84.9% | $4,663-94.5% |
| Participant deferral / active EE | $259 | $4,243-93.9% | $2,891-91.0% | $6,691-96.1% |
| Admin fee / account holder | $13 | $7,817-99.8% | $4,696-99.7% | $13,402-99.9% |