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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 | $55,309 | $100,073-44.7% | $85,126-35.0% | $145,877-62.1% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 14.73% | 84.11%-69.4pp | 66.63%-51.9pp | 551.28%-536.6pp |
| Employer contribution / active EE | $552 | $3,236-82.9% | $2,731-79.8% | $4,663-88.2% |
| Participant deferral / active EE | $780 | $5,294-85.3% | $4,523-82.8% | $6,691-88.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |