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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 | $111,787-89.0% | $93,681-86.9% | $145,978-91.6% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 17.59% | 203.52%-185.9pp | 133.47%-115.9pp | 550.52%-532.9pp |
| Employer contribution / active EE | $973 | $3,093-68.5% | $2,422-59.8% | $4,662-79.1% |
| Participant deferral / active EE | $973 | $4,918-80.2% | $4,415-78.0% | $6,690-85.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |