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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 | $83,044 | $124,980-33.6% | $108,359-23.4% | $154,746-46.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 70.1%-41.6pp | 80.7%-52.1pp |
| Annual return | 83.68% | 45.00%+38.7pp | 36.89%+46.8pp | 172.34%-88.7pp |
| Employer contribution / active EE | $549 | $2,851-80.7% | $2,399-77.1% | $4,379-87.5% |
| Participant deferral / active EE | $549 | $4,743-88.4% | $4,137-86.7% | $6,730-91.8% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |