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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 | $95,374 | $102,595-7.0% | $94,057+1.4% | $154,746-38.4% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 13.09% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $370 | $3,147-88.2% | $2,933-87.4% | $4,379-91.5% |
| Participant deferral / active EE | $916 | $5,118-82.1% | $4,709-80.5% | $6,730-86.4% |
| Admin fee / account holder | $30 | $7,736-99.6% | $7,244-99.6% | $14,365-99.8% |