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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 | $10,241 | $156,927-93.5% | $121,169-91.5% | $139,456-92.7% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 16.93% | 1475.85%-1458.9pp | 986.71%-969.8pp | 373.45%-356.5pp |
| Employer contribution / active EE | $217 | $5,542-96.1% | $4,168-94.8% | $4,753-95.4% |
| Participant deferral / active EE | $217 | $4,848-95.5% | $4,083-94.7% | $6,711-96.8% |
| Admin fee / account holder | $39 | $6,946-99.4% | $5,645-99.3% | $11,407-99.7% |