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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 | $60,494 | $95,975-37.0% | $74,549-18.9% | $135,379-55.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | 59.26% | 56.96%+2.3pp | 32.53%+26.7pp | 519.79%-460.5pp |
| Employer contribution / active EE | $641 | $2,716-76.4% | $1,961-67.3% | $4,779-86.6% |
| Participant deferral / active EE | $641 | $3,844-83.3% | $3,108-79.4% | $5,609-88.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |