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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 | $4,400 | $72,071-93.9% | $68,368-93.6% | $137,256-96.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 21.64% | 353.14%-331.5pp | 292.57%-270.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $421 | $2,788-84.9% | $2,649-84.1% | $4,156-89.9% |
| Participant deferral / active EE | $421 | $4,410-90.5% | $4,123-89.8% | $6,407-93.4% |
| Admin fee / account holder | $89 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |