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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 | $3,365 | $76,608-95.6% | $56,077-94.0% | $145,877-97.7% |
| Participation rate | 42.1% | 63.2%-21.1pp | 52.5%-10.4pp | 80.3%-38.2pp |
| Annual return | 13.70% | 3009.59%-2995.9pp | 1709.28%-1695.6pp | 551.28%-537.6pp |
| Employer contribution / active EE | $133 | $1,382-90.4% | $1,040-87.2% | $4,663-97.1% |
| Participant deferral / active EE | $193 | $2,624-92.6% | $1,954-90.1% | $6,691-97.1% |
| Admin fee / account holder | $26 | $3,325-99.2% | $2,825-99.1% | $13,402-99.8% |