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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 | $24,180 | $72,403-66.6% | $67,524-64.2% | $145,978-83.4% |
| Participation rate | 10.0% | 76.9%-66.9pp | 72.9%-62.9pp | 80.3%-70.3pp |
| Annual return | 18.69% | 7197.23%-7178.5pp | 3519.41%-3500.7pp | 550.52%-531.8pp |
| Employer contribution / active EE | $392 | $3,072-87.2% | $2,734-85.6% | $4,662-91.6% |
| Participant deferral / active EE | $654 | $4,782-86.3% | $4,001-83.7% | $6,690-90.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,001-100.0% | $13,400-100.0% |