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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 | $23,012 | $67,823-66.1% | $52,425-56.1% | $137,256-83.2% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 16.28% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.1pp |
| Employer contribution / active EE | $77 | $1,163-93.4% | $914-91.6% | $4,156-98.1% |
| Participant deferral / active EE | $77 | $2,288-96.6% | $1,790-95.7% | $6,407-98.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |