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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 | $23,730 | $102,595-76.9% | $94,057-74.8% | $154,746-84.7% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 20.76% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $702 | $3,147-77.7% | $2,933-76.1% | $4,379-84.0% |
| Participant deferral / active EE | $783 | $5,118-84.7% | $4,709-83.4% | $6,730-88.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |