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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 | $10,870 | $76,519-85.8% | $56,025-80.6% | $145,897-92.5% |
| Participation rate | 9.5% | 63.2%-53.7pp | 52.5%-43.0pp | 80.3%-70.8pp |
| Annual return | 14.72% | 3017.03%-3002.3pp | 1712.69%-1698.0pp | 552.29%-537.6pp |
| Employer contribution / active EE | $61 | $1,383-95.6% | $1,042-94.1% | $4,663-98.7% |
| Participant deferral / active EE | $166 | $2,624-93.7% | $1,955-91.5% | $6,689-97.5% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |