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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 | $100,073-58.6% | $85,126-51.4% | $145,877-71.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 12.84% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $484 | $3,236-85.1% | $2,731-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $605 | $5,294-88.6% | $4,523-86.6% | $6,691-91.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |