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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 | $67,848 | $102,595-33.9% | $94,057-27.9% | $154,746-56.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 15.60% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $686 | $3,147-78.2% | $2,933-76.6% | $4,379-84.3% |
| Participant deferral / active EE | $785 | $5,118-84.7% | $4,709-83.3% | $6,730-88.3% |
| Admin fee / account holder | $225 | $7,736-97.1% | $7,244-96.9% | $14,365-98.4% |