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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 | $10,779 | $100,203-89.2% | $85,240-87.4% | $145,897-92.6% |
| Participation rate | 21.1% | 74.1%-53.0pp | 67.5%-46.5pp | 80.3%-59.3pp |
| Annual return | 30.56% | 84.28%-53.7pp | 66.75%-36.2pp | 552.29%-521.7pp |
| Employer contribution / active EE | $394 | $3,242-87.8% | $2,735-85.6% | $4,663-91.5% |
| Participant deferral / active EE | $520 | $5,299-90.2% | $4,527-88.5% | $6,689-92.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |