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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 | $41,857 | $118,875-64.8% | $96,572-56.7% | $167,553-75.0% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 13.10% | 50.50%-37.4pp | 37.79%-24.7pp | 478.89%-465.8pp |
| Employer contribution / active EE | $645 | $3,121-79.3% | $2,357-72.6% | $4,840-86.7% |
| Participant deferral / active EE | $855 | $4,617-81.5% | $3,850-77.8% | $6,343-86.5% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |