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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 | $22,442 | $90,691-75.3% | $76,119-70.5% | $145,884-84.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 12.51% | 624.52%-612.0pp | 361.25%-348.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $635 | $3,329-80.9% | $2,693-76.4% | $4,662-86.4% |
| Participant deferral / active EE | $1,019 | $5,167-80.3% | $4,259-76.1% | $6,690-84.8% |
| Admin fee / account holder | $171 | $8,383-98.0% | $6,421-97.3% | $13,392-98.7% |