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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 | $27,221 | $102,595-73.5% | $94,057-71.1% | $154,746-82.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 26.17% | 583.42%-557.3pp | 480.62%-454.5pp | 172.34%-146.2pp |
| Employer contribution / active EE | $1,042 | $3,147-66.9% | $2,933-64.5% | $4,379-76.2% |
| Participant deferral / active EE | $925 | $5,118-81.9% | $4,709-80.4% | $6,730-86.3% |
| Admin fee / account holder | $39 | $7,736-99.5% | $7,244-99.5% | $14,365-99.7% |