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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 | $48,250 | $110,093-56.2% | $97,295-50.4% | $145,897-66.9% |
| Participation rate | 20.0% | 75.9%-55.9pp | 72.7%-52.7pp | 80.3%-60.3pp |
| Annual return | 14.21% | 244.76%-230.6pp | 75.62%-61.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $614 | $3,077-80.0% | $2,723-77.4% | $4,663-86.8% |
| Participant deferral / active EE | $614 | $4,678-86.9% | $4,264-85.6% | $6,689-90.8% |
| Admin fee / account holder | $195 | $6,212-96.9% | $5,646-96.6% | $13,390-98.5% |