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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 | $12,308 | $180,749-93.2% | $160,784-92.3% | $137,256-91.0% |
| Participation rate | 15.4% | 80.0%-64.6pp | 77.0%-61.6pp | 80.0%-64.6pp |
| Annual return | 18.69% | 2234.46%-2215.8pp | 1803.92%-1785.2pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $740 | $6,844-89.2% | $6,293-88.2% | $6,407-88.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |