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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 | $31,018 | $102,595-69.8% | $94,057-67.0% | $154,746-80.0% |
| Participation rate | 38.5% | 76.0%-37.5pp | 73.3%-34.9pp | 80.7%-42.2pp |
| Annual return | 17.87% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $563 | $3,147-82.1% | $2,933-80.8% | $4,379-87.1% |
| Participant deferral / active EE | $618 | $5,118-87.9% | $4,709-86.9% | $6,730-90.8% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |