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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 | $8,384 | $72,403-88.4% | $67,524-87.6% | $145,978-94.3% |
| Participation rate | 13.3% | 76.9%-63.5pp | 72.9%-59.6pp | 80.3%-67.0pp |
| Annual return | 16.32% | 7197.23%-7180.9pp | 3519.41%-3503.1pp | 550.52%-534.2pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $406 | $4,782-91.5% | $4,001-89.8% | $6,690-93.9% |
| Admin fee / account holder | $30 | $5,541-99.5% | $4,001-99.3% | $13,400-99.8% |