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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 | $13,418 | $162,529-91.7% | $130,788-89.7% | $154,746-91.3% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 21.99% | 510.48%-488.5pp | 386.44%-364.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $267 | $4,447-94.0% | $3,558-92.5% | $4,379-93.9% |
| Participant deferral / active EE | $417 | $4,808-91.3% | $4,137-89.9% | $6,730-93.8% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |