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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 | $49,636 | $81,668-39.2% | $58,507-15.2% | $139,487-64.4% |
| Participation rate | 53.3% | 61.3%-8.0pp | 50.9%+2.5pp | 80.3%-27.0pp |
| Annual return | 19.33% | 7430.07%-7410.7pp | 4252.32%-4233.0pp | 373.84%-354.5pp |
| Employer contribution / active EE | $50 | $1,398-96.4% | $1,053-95.3% | $4,755-99.0% |
| Participant deferral / active EE | $100 | $2,554-96.1% | $1,922-94.8% | $6,713-98.5% |
| Admin fee / account holder | $13 | $3,212-99.6% | $2,486-99.5% | $11,407-99.9% |