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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 | $14,663 | $67,823-78.4% | $52,425-72.0% | $137,256-89.3% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 20.97% | 219.11%-198.1pp | 302.12%-281.2pp | 220.34%-199.4pp |
| Employer contribution / active EE | $113 | $1,163-90.3% | $914-87.7% | $4,156-97.3% |
| Participant deferral / active EE | $113 | $2,288-95.1% | $1,790-93.7% | $6,407-98.2% |
| Admin fee / account holder | $58 | $2,844-97.9% | $2,495-97.7% | $12,270-99.5% |