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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 | $57,986 | $115,814-49.9% | $101,275-42.7% | $158,982-63.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 22.22% | 56.16%-33.9pp | 46.48%-24.3pp | 302.99%-280.8pp |
| Employer contribution / active EE | $936 | $4,176-77.6% | $3,660-74.4% | $4,763-80.4% |
| Participant deferral / active EE | $969 | $4,958-80.5% | $4,371-77.8% | $5,983-83.8% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |