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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 | $33,296 | $107,353-69.0% | $92,903-64.2% | $152,885-78.2% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.5%-43.6pp |
| Annual return | 19.92% | 145.62%-125.7pp | 109.43%-89.5pp | 345.39%-325.5pp |
| Employer contribution / active EE | $760 | $4,222-82.0% | $3,653-79.2% | $4,763-84.0% |
| Participant deferral / active EE | $1,173 | $4,848-75.8% | $4,238-72.3% | $5,851-80.0% |
| Admin fee / account holder | $100 | $7,081-98.6% | $5,795-98.3% | $11,598-99.1% |