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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 | $22,969 | $226,135-89.8% | $182,558-87.4% | $152,909-85.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 25.91% | 192.60%-166.7pp | 148.59%-122.7pp | 345.46%-319.6pp |
| Employer contribution / active EE | $713 | $4,979-85.7% | $4,076-82.5% | $4,764-85.0% |
| Participant deferral / active EE | $713 | $6,371-88.8% | $5,526-87.1% | $5,851-87.8% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |