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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 | $48,372 | $65,555-26.2% | $86,216-43.9% | $75,173-35.7% |
| Participation rate | 12.1% | 60.5%-48.4pp | 69.0%-56.8pp | 67.2%-55.1pp |
| Annual return | 16.55% | 46.07%-29.5pp | 1169.42%-1152.9pp | 160.72%-144.2pp |
| Employer contribution / active EE | $352 | $1,553-77.3% | $2,382-85.2% | $2,671-86.8% |
| Participant deferral / active EE | $437 | $3,023-85.6% | $3,986-89.0% | $4,126-89.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,853-100.0% | $5,651-100.0% |