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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 | $17,063 | $87,546-80.5% | $75,784-77.5% | $125,389-86.4% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | 4301.48% | 13.49%+4288.0pp | 9.68%+4291.8pp | 282.24%+4019.2pp |
| Employer contribution / active EE | $660 | $3,930-83.2% | $3,323-80.2% | $4,866-86.4% |
| Participant deferral / active EE | $972 | $4,230-77.0% | $3,652-73.4% | $5,352-81.8% |
| Admin fee / account holder | $27 | $6,503-99.6% | $5,300-99.5% | $9,541-99.7% |