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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 | $1,876 | $67,823-97.2% | $52,425-96.4% | $137,256-98.6% |
| Participation rate | 36.4% | 63.9%-27.5pp | 55.6%-19.3pp | 80.0%-43.6pp |
| Annual return | 18.83% | 219.11%-200.3pp | 302.12%-283.3pp | 220.34%-201.5pp |
| Employer contribution / active EE | $68 | $1,163-94.2% | $914-92.6% | $4,156-98.4% |
| Participant deferral / active EE | $131 | $2,288-94.3% | $1,790-92.7% | $6,407-98.0% |
| Admin fee / account holder | $113 | $2,844-96.0% | $2,495-95.5% | $12,270-99.1% |