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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 | $41,400 | $100,203-58.7% | $85,240-51.4% | $145,897-71.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 12.84% | 84.28%-71.4pp | 66.75%-53.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $484 | $3,242-85.1% | $2,735-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $605 | $5,299-88.6% | $4,527-86.6% | $6,689-91.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |