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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 | $17,664 | $103,008-82.9% | $90,304-80.4% | $152,897-88.4% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.5%-70.0pp |
| Annual return | 32.09% | 95.22%-63.1pp | 78.13%-46.0pp | 345.43%-313.3pp |
| Employer contribution / active EE | $367 | $3,139-88.3% | $2,855-87.1% | $4,764-92.3% |
| Participant deferral / active EE | $459 | $4,281-89.3% | $3,885-88.2% | $5,851-92.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |