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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 | $36,251 | $169,336-78.6% | $129,384-72.0% | $145,884-75.2% |
| Participation rate | 8.3% | 76.5%-68.2pp | 69.6%-61.3pp | 80.3%-72.0pp |
| Annual return | 9.93% | 14408.70%-14398.8pp | 9461.77%-9451.8pp | 551.85%-541.9pp |
| Employer contribution / active EE | $208 | $5,540-96.3% | $4,153-95.0% | $4,662-95.5% |
| Participant deferral / active EE | $251 | $4,985-95.0% | $4,166-94.0% | $6,690-96.2% |
| Admin fee / account holder | $157 | $9,912-98.4% | $7,686-98.0% | $13,392-98.8% |