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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 | $25,140 | $72,071-65.1% | $68,368-63.2% | $137,256-81.7% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 18.84% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $393 | $2,788-85.9% | $2,649-85.2% | $4,156-90.5% |
| Participant deferral / active EE | $437 | $4,410-90.1% | $4,123-89.4% | $6,407-93.2% |
| Admin fee / account holder | $174 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |