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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 | $8,048 | $81,668-90.1% | $58,507-86.2% | $139,487-94.2% |
| Participation rate | 5.9% | 61.3%-55.5pp | 50.9%-45.0pp | 80.3%-74.5pp |
| Annual return | 20.03% | 7430.07%-7410.0pp | 4252.32%-4232.3pp | 373.84%-353.8pp |
| Employer contribution / active EE | $45 | $1,398-96.7% | $1,053-95.7% | $4,755-99.0% |
| Participant deferral / active EE | $57 | $2,554-97.8% | $1,922-97.0% | $6,713-99.2% |
| Admin fee / account holder | $89 | $3,212-97.2% | $2,486-96.4% | $11,407-99.2% |