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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 | $12,345 | $49,199-74.9% | $121,204-89.8% | $75,173-83.6% |
| Participation rate | 61.0% | 55.4%+5.6pp | 69.5%-8.5pp | 67.2%-6.2pp |
| Annual return | 26.24% | 56.04%-29.8pp | 987.18%-960.9pp | 160.72%-134.5pp |
| Employer contribution / active EE | $5,320 | $1,547+243.8% | $4,170+27.6% | $2,671+99.2% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $155 | $3,946-96.1% | $5,651-97.3% | $5,651-97.3% |