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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 | $12,027 | $149,040-91.9% | $120,225-90.0% | $137,256-91.2% |
| Participation rate | 13.3% | 75.4%-62.1pp | 69.6%-56.2pp | 80.0%-66.6pp |
| Annual return | 31.37% | 605.68%-574.3pp | 439.23%-407.9pp | 220.34%-189.0pp |
| Employer contribution / active EE | $278 | $4,350-93.6% | $3,475-92.0% | $4,156-93.3% |
| Participant deferral / active EE | $371 | $4,655-92.0% | $3,999-90.7% | $6,407-94.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |