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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 | $18,084 | $111,785-83.8% | $93,669-80.7% | $145,877-87.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 18.87% | 203.79%-184.9pp | 133.59%-114.7pp | 551.28%-532.4pp |
| Employer contribution / active EE | $927 | $3,096-70.1% | $2,424-61.8% | $4,663-80.1% |
| Participant deferral / active EE | $927 | $4,919-81.2% | $4,416-79.0% | $6,691-86.1% |
| Admin fee / account holder | $125 | $10,256-98.8% | $8,291-98.5% | $13,402-99.1% |