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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 | $39,491 | $111,785-64.7% | $93,669-57.8% | $145,877-72.9% |
| Participation rate | 13.3% | 74.2%-60.9pp | 68.7%-55.4pp | 80.3%-67.0pp |
| Annual return | 15.92% | 203.79%-187.9pp | 133.59%-117.7pp | 551.28%-535.4pp |
| Employer contribution / active EE | $697 | $3,096-77.5% | $2,424-71.3% | $4,663-85.1% |
| Participant deferral / active EE | $1,072 | $4,919-78.2% | $4,416-75.7% | $6,691-84.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |