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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 | $34,647 | $121,677-71.5% | $104,625-66.9% | $158,966-78.2% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | 20.18% | 465.58%-445.4pp | 340.60%-320.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $304 | $3,165-90.4% | $2,681-88.7% | $4,762-93.6% |
| Participant deferral / active EE | $648 | $4,175-84.5% | $3,738-82.7% | $5,983-89.2% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |