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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 | $61,117 | $32,117+90.3% | $71,086-14.0% | $64,173-4.8% |
| Participation rate | 64.8% | 42.7%+22.1pp | 54.7%+10.1pp | 69.6%-4.8pp |
| Annual return | 71.00% | -5.57%+76.6pp | 650.59%-579.6pp | 7.63%+63.4pp |
| Employer contribution / active EE | $191 | $712-73.2% | $1,088-82.5% | $2,381-92.0% |
| Participant deferral / active EE | $213 | $1,263-83.2% | $1,874-88.7% | $3,470-93.9% |
| Admin fee / account holder | $80 | $2,759-97.1% | $3,082-97.4% | $4,887-98.4% |