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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 | $23,279 | $114,093-79.6% | $96,171-75.8% | $167,536-86.1% |
| Participation rate | 54.5% | 75.1%-20.5pp | 68.4%-13.9pp | 82.1%-27.6pp |
| Annual return | 21.18% | 190.00%-168.8pp | 192.04%-170.9pp | 478.82%-457.6pp |
| Employer contribution / active EE | $475 | $3,429-86.2% | $2,799-83.0% | $4,839-90.2% |
| Participant deferral / active EE | $462 | $5,197-91.1% | $4,350-89.4% | $6,342-92.7% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |