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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 | $46,119 | $91,198-49.4% | $178,503-74.2% | $79,856-42.2% |
| Participation rate | 24.3% | 69.2%-44.9pp | 81.9%-57.6pp | 69.6%-45.3pp |
| Annual return | 23.83% | 24.20%-0.4pp | 151.12%-127.3pp | 31.71%-7.9pp |
| Employer contribution / active EE | $500 | $3,257-84.7% | $5,011-90.0% | $2,471-79.8% |
| Participant deferral / active EE | $646 | $3,237-80.0% | $5,202-87.6% | $3,741-82.7% |
| Admin fee / account holder | $0 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |