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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 | $15,792 | $114,130-86.2% | $96,192-83.6% | $167,553-90.6% |
| Participation rate | 57.1% | 75.1%-17.9pp | 68.4%-11.3pp | 82.1%-25.0pp |
| Annual return | 14.75% | 190.07%-175.3pp | 192.09%-177.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $412 | $3,431-88.0% | $2,799-85.3% | $4,840-91.5% |
| Participant deferral / active EE | $515 | $5,198-90.1% | $4,351-88.2% | $6,343-91.9% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |