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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 | $87,499 | $93,117-6.0% | $77,096+13.5% | $134,532-35.0% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | 31.15% | 62.67%-31.5pp | 42.35%-11.2pp | 418.27%-387.1pp |
| Employer contribution / active EE | $410 | $3,420-88.0% | $2,814-85.4% | $4,741-91.4% |
| Participant deferral / active EE | $457 | $5,241-91.3% | $4,429-89.7% | $6,401-92.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |