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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 | $12,244 | $111,878-89.1% | $93,727-86.9% | $145,897-91.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 17.59% | 204.28%-186.7pp | 133.83%-116.2pp | 552.29%-534.7pp |
| Employer contribution / active EE | $973 | $3,092-68.5% | $2,421-59.8% | $4,663-79.1% |
| Participant deferral / active EE | $973 | $4,920-80.2% | $4,417-78.0% | $6,689-85.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |