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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 | $48,139 | $112,933-57.4% | $90,970-47.1% | $158,982-69.7% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 10.49% | 215.82%-205.3pp | 134.60%-124.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $544 | $2,893-81.2% | $2,122-74.4% | $4,763-88.6% |
| Participant deferral / active EE | $544 | $4,128-86.8% | $3,373-83.9% | $5,983-90.9% |
| Admin fee / account holder | $34 | $8,047-99.6% | $5,961-99.4% | $11,252-99.7% |