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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 | $47,729 | $74,535-36.0% | $100,712-52.6% | $82,637-42.2% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.3%-9.9pp | 68.1%-8.7pp |
| Annual return | 239.64% | 18.92%+220.7pp | 33.27%+206.4pp | 53.51%+186.1pp |
| Employer contribution / active EE | $669 | $1,503-55.5% | $2,313-71.1% | $2,552-73.8% |
| Participant deferral / active EE | $1,186 | $3,074-61.4% | $4,085-71.0% | $4,126-71.3% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |