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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 | $7,468 | $96,678-92.3% | $86,640-91.4% | $139,466-94.6% |
| Participation rate | 16.7% | 74.4%-57.7pp | 71.7%-55.0pp | 80.3%-63.7pp |
| Annual return | 28.58% | 106.69%-78.1pp | 592.52%-563.9pp | 373.66%-345.1pp |
| Employer contribution / active EE | $425 | $3,265-87.0% | $3,024-85.9% | $4,754-91.1% |
| Participant deferral / active EE | $477 | $4,837-90.1% | $4,438-89.3% | $6,712-92.9% |
| Admin fee / account holder | $26 | $6,410-99.6% | $5,616-99.5% | $11,409-99.8% |