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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 | $17,255 | $109,863-84.3% | $98,477-82.5% | $167,518-89.7% |
| Participation rate | 23.8% | 75.8%-52.0pp | 73.3%-49.5pp | 82.1%-58.3pp |
| Annual return | 13.11% | 1958.09%-1945.0pp | 1493.59%-1480.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $313 | $3,225-90.3% | $2,961-89.4% | $4,838-93.5% |
| Participant deferral / active EE | $627 | $4,673-86.6% | $4,276-85.3% | $6,342-90.1% |
| Admin fee / account holder | $60 | $6,755-99.1% | $5,951-99.0% | $12,312-99.5% |