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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 | $19,771 | $100,895-80.4% | $90,430-78.1% | $158,950-87.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 14.47% | 1725.54%-1711.1pp | 1293.73%-1279.3pp | 302.91%-288.4pp |
| Employer contribution / active EE | $535 | $3,689-85.5% | $3,262-83.6% | $4,762-88.8% |
| Participant deferral / active EE | $583 | $4,347-86.6% | $3,963-85.3% | $5,983-90.3% |
| Admin fee / account holder | $5 | $6,505-99.9% | $5,613-99.9% | $11,248-100.0% |