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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 | $94,681 | $77,901+21.5% | $149,717-36.8% | $75,181+25.9% |
| Participation rate | 61.5% | 65.6%-4.0pp | 78.8%-17.2pp | 67.2%-5.7pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $523 | $3,137-83.3% | $4,820-89.1% | $2,671-80.4% |
| Participant deferral / active EE | $748 | $3,411-78.1% | $5,682-86.8% | $4,126-81.9% |
| Admin fee / account holder | $0 | $5,949-100.0% | $13,213-100.0% | $5,650-100.0% |