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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 | $8,259 | $67,823-87.8% | $52,425-84.2% | $137,256-94.0% |
| Participation rate | 13.6% | 63.9%-50.3pp | 55.6%-42.0pp | 80.0%-66.3pp |
| Annual return | 17.24% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $92 | $1,163-92.1% | $914-89.9% | $4,156-97.8% |
| Participant deferral / active EE | $189 | $2,288-91.7% | $1,790-89.4% | $6,407-97.1% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |