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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 | $16,859 | $115,810-85.4% | $101,271-83.4% | $158,966-89.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 6116.21% | 56.15%+6060.1pp | 46.48%+6069.7pp | 302.95%+5813.3pp |
| Employer contribution / active EE | $825 | $4,175-80.2% | $3,660-77.5% | $4,762-82.7% |
| Participant deferral / active EE | $1,338 | $4,958-73.0% | $4,371-69.4% | $5,983-77.6% |
| Admin fee / account holder | $11 | $7,248-99.8% | $5,948-99.8% | $11,250-99.9% |