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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 | $6,751 | $96,643-93.0% | $86,617-92.2% | $139,456-95.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 31.16% | 106.57%-75.4pp | 591.91%-560.8pp | 373.45%-342.3pp |
| Employer contribution / active EE | $506 | $3,264-84.5% | $3,023-83.3% | $4,753-89.4% |
| Participant deferral / active EE | $712 | $4,835-85.3% | $4,437-83.9% | $6,711-89.4% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |