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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 | $12,364 | $105,160-88.2% | $94,679-86.9% | $139,456-91.1% |
| Participation rate | 20.0% | 82.4%-62.4pp | 80.8%-60.8pp | 80.3%-60.3pp |
| Annual return | 63.42% | 38.04%+25.4pp | 156.75%-93.3pp | 373.45%-310.0pp |
| Employer contribution / active EE | $699 | $4,107-83.0% | $3,673-81.0% | $4,753-85.3% |
| Participant deferral / active EE | $1,102 | $7,599-85.5% | $7,417-85.1% | $6,711-83.6% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |