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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 | $28,575 | $70,121-59.2% | $63,803-55.2% | $138,895-79.4% |
| Participation rate | 13.0% | 77.2%-64.2pp | 72.7%-59.7pp | 79.9%-66.9pp |
| Annual return | 24.39% | 946.48%-922.1pp | 543.72%-519.3pp | 145.39%-121.0pp |
| Employer contribution / active EE | $427 | $2,882-85.2% | $2,532-83.1% | $4,194-89.8% |
| Participant deferral / active EE | $427 | $4,535-90.6% | $3,843-88.9% | $6,396-93.3% |
| Admin fee / account holder | $162 | $6,738-97.6% | $5,196-96.9% | $12,562-98.7% |