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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 | $11,607 | $76,522-84.8% | $56,033-79.3% | $145,884-92.0% |
| Participation rate | 12.5% | 63.2%-50.7pp | 52.5%-40.0pp | 80.3%-67.8pp |
| Annual return | 14.51% | 3014.28%-2999.8pp | 1711.38%-1696.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $169 | $1,382-87.8% | $1,041-83.8% | $4,662-96.4% |
| Participant deferral / active EE | $169 | $2,624-93.6% | $1,954-91.4% | $6,690-97.5% |
| Admin fee / account holder | $0 | $3,328-100.0% | $2,827-100.0% | $13,392-100.0% |