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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 | $9,855 | $100,911-90.2% | $90,440-89.1% | $158,966-93.8% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 69.28% | 1726.62%-1657.3pp | 1294.38%-1225.1pp | 302.95%-233.7pp |
| Employer contribution / active EE | $353 | $3,690-90.4% | $3,263-89.2% | $4,762-92.6% |
| Participant deferral / active EE | $471 | $4,348-89.2% | $3,964-88.1% | $5,983-92.1% |
| Admin fee / account holder | $249 | $6,507-96.2% | $5,615-95.6% | $11,250-97.8% |