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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 | $41,286 | $63,346-34.8% | $92,240-55.2% | $70,126-41.1% |
| Participation rate | 21.2% | 68.7%-47.5pp | 76.5%-55.3pp | 69.5%-48.3pp |
| Annual return | 21.27% | 530.19%-508.9pp | 176.29%-155.0pp | 73.15%-51.9pp |
| Employer contribution / active EE | $545 | $2,471-78.0% | $3,680-85.2% | $2,343-76.7% |
| Participant deferral / active EE | $1,019 | $2,854-64.3% | $3,897-73.9% | $3,332-69.4% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |