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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 | $38,414 | $49,199-21.9% | $121,210-68.3% | $75,177-48.9% |
| Participation rate | 17.1% | 55.4%-38.4pp | 69.5%-52.5pp | 67.2%-50.1pp |
| Annual return | 18.75% | 56.04%-37.3pp | 987.41%-968.7pp | 160.75%-142.0pp |
| Employer contribution / active EE | $329 | $1,547-78.8% | $4,171-92.1% | $2,671-87.7% |
| Participant deferral / active EE | $460 | $2,630-82.5% | $4,084-88.7% | $4,126-88.8% |
| Admin fee / account holder | $298 | $3,946-92.4% | $5,647-94.7% | $5,651-94.7% |