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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 | $18,164 | $102,595-82.3% | $94,057-80.7% | $154,746-88.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 17.97% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $687 | $3,147-78.2% | $2,933-76.6% | $4,379-84.3% |
| Participant deferral / active EE | $687 | $5,118-86.6% | $4,709-85.4% | $6,730-89.8% |
| Admin fee / account holder | $70 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |