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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 | $12,982 | $67,823-80.9% | $52,425-75.2% | $137,256-90.5% |
| Participation rate | 6.7% | 63.9%-57.2pp | 55.6%-49.0pp | 80.0%-73.3pp |
| Annual return | 18.21% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9 | $1,163-99.2% | $914-99.0% | $4,156-99.8% |
| Participant deferral / active EE | $210 | $2,288-90.8% | $1,790-88.3% | $6,407-96.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |