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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 | $22,833 | $127,296-82.1% | $109,907-79.2% | $167,536-86.4% |
| Participation rate | 10.0% | 77.9%-67.9pp | 74.2%-64.2pp | 82.1%-72.1pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $523 | $3,325-84.3% | $2,844-81.6% | $4,839-89.2% |
| Participant deferral / active EE | $544 | $4,513-87.9% | $4,047-86.6% | $6,342-91.4% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |