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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 | $5,618 | $109,967-94.9% | $97,197-94.2% | $145,877-96.1% |
| Participation rate | 30.0% | 76.0%-46.0pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 15.82% | 244.27%-228.5pp | 75.47%-59.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $395 | $3,077-87.2% | $2,723-85.5% | $4,663-91.5% |
| Participant deferral / active EE | $511 | $4,676-89.1% | $4,263-88.0% | $6,691-92.4% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |