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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 | $41,697 | $63,346-34.2% | $92,240-54.8% | $70,126-40.5% |
| Participation rate | 32.8% | 68.7%-35.9pp | 76.5%-43.7pp | 69.5%-36.7pp |
| Annual return | 17.95% | 530.19%-512.2pp | 176.29%-158.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $666 | $2,471-73.1% | $3,680-81.9% | $2,343-71.6% |
| Participant deferral / active EE | $880 | $2,854-69.2% | $3,897-77.4% | $3,332-73.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |