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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 | $23,180 | $110,039-78.9% | $97,260-76.2% | $145,884-84.1% |
| Participation rate | 25.0% | 75.9%-50.9pp | 72.7%-47.7pp | 80.3%-55.3pp |
| Annual return | 14.23% | 244.44%-230.2pp | 75.54%-61.3pp | 551.85%-537.6pp |
| Employer contribution / active EE | $341 | $3,074-88.9% | $2,721-87.5% | $4,662-92.7% |
| Participant deferral / active EE | $428 | $4,674-90.9% | $4,262-90.0% | $6,690-93.6% |
| Admin fee / account holder | $21 | $6,204-99.7% | $5,640-99.6% | $13,392-99.8% |