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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 | $25,843 | $112,935-77.1% | $90,970-71.6% | $158,966-83.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 19.10% | 215.79%-196.7pp | 134.58%-115.5pp | 302.95%-283.8pp |
| Employer contribution / active EE | $600 | $2,895-79.3% | $2,122-71.7% | $4,762-87.4% |
| Participant deferral / active EE | $614 | $4,129-85.1% | $3,373-81.8% | $5,983-89.7% |
| Admin fee / account holder | $88 | $8,045-98.9% | $5,960-98.5% | $11,250-99.2% |