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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 | $28,297 | $102,595-72.4% | $94,057-69.9% | $154,746-81.7% |
| Participation rate | 46.2% | 76.0%-29.8pp | 73.3%-27.2pp | 80.7%-34.5pp |
| Annual return | 14.60% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $454 | $3,147-85.6% | $2,933-84.5% | $4,379-89.6% |
| Participant deferral / active EE | $862 | $5,118-83.2% | $4,709-81.7% | $6,730-87.2% |
| Admin fee / account holder | $294 | $7,736-96.2% | $7,244-95.9% | $14,365-98.0% |