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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 | $7,194 | $102,595-93.0% | $94,057-92.4% | $154,746-95.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 24.92% | 583.42%-558.5pp | 480.62%-455.7pp | 172.34%-147.4pp |
| Employer contribution / active EE | $466 | $3,147-85.2% | $2,933-84.1% | $4,379-89.4% |
| Participant deferral / active EE | $604 | $5,118-88.2% | $4,709-87.2% | $6,730-91.0% |
| Admin fee / account holder | $25 | $7,736-99.7% | $7,244-99.7% | $14,365-99.8% |