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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 | $14,374 | $88,778-83.8% | $81,844-82.4% | $145,884-90.1% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 20.97% | 1033.03%-1012.1pp | 778.87%-757.9pp | 551.85%-530.9pp |
| Employer contribution / active EE | $437 | $3,087-85.9% | $2,916-85.0% | $4,662-90.6% |
| Participant deferral / active EE | $634 | $4,648-86.4% | $4,323-85.3% | $6,690-90.5% |
| Admin fee / account holder | $170 | $8,430-98.0% | $7,355-97.7% | $13,392-98.7% |