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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 | $12,762 | $100,895-87.4% | $90,430-85.9% | $158,950-92.0% |
| Participation rate | 18.2% | 75.0%-56.8pp | 72.7%-54.5pp | 82.0%-63.8pp |
| Annual return | 19.20% | 1725.54%-1706.3pp | 1293.73%-1274.5pp | 302.91%-283.7pp |
| Employer contribution / active EE | $309 | $3,689-91.6% | $3,262-90.5% | $4,762-93.5% |
| Participant deferral / active EE | $618 | $4,347-85.8% | $3,963-84.4% | $5,983-89.7% |
| Admin fee / account holder | $60 | $6,505-99.1% | $5,613-98.9% | $11,248-99.5% |