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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 | $13,067 | $88,815-85.3% | $81,882-84.0% | $145,897-91.0% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 12.16% | 1033.75%-1021.6pp | 779.47%-767.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $611 | $3,086-80.2% | $2,916-79.1% | $4,663-86.9% |
| Participant deferral / active EE | $611 | $4,647-86.9% | $4,323-85.9% | $6,689-90.9% |
| Admin fee / account holder | $52 | $8,434-99.4% | $7,360-99.3% | $13,390-99.6% |