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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 | $4,869 | $81,668-94.0% | $58,507-91.7% | $139,487-96.5% |
| Participation rate | 14.3% | 61.3%-47.1pp | 50.9%-36.6pp | 80.3%-66.1pp |
| Annual return | 21.89% | 7430.07%-7408.2pp | 4252.32%-4230.4pp | 373.84%-352.0pp |
| Employer contribution / active EE | $78 | $1,398-94.4% | $1,053-92.6% | $4,755-98.4% |
| Participant deferral / active EE | $130 | $2,554-94.9% | $1,922-93.2% | $6,713-98.1% |
| Admin fee / account holder | $13 | $3,212-99.6% | $2,486-99.5% | $11,407-99.9% |