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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 | $27,251 | $155,833-82.5% | $124,693-78.1% | $167,536-83.7% |
| Participation rate | 46.7% | 81.1%-34.4pp | 74.6%-27.9pp | 82.1%-35.4pp |
| Annual return | 14.33% | 17.98%-3.6pp | 5144.19%-5129.9pp | 478.82%-464.5pp |
| Employer contribution / active EE | $899 | $4,164-78.4% | $3,324-73.0% | $4,839-81.4% |
| Participant deferral / active EE | $1,323 | $5,675-76.7% | $4,615-71.3% | $6,342-79.1% |
| Admin fee / account holder | $119 | $9,534-98.7% | $7,494-98.4% | $12,315-99.0% |