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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 | $21,389 | $169,161-87.4% | $129,295-83.5% | $145,959-85.3% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 12.41% | 14348.07%-14335.7pp | 9429.28%-9416.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,515 | $5,543-72.7% | $4,157-63.6% | $4,661-67.5% |
| Participant deferral / active EE | $188 | $4,989-96.2% | $4,169-95.5% | $6,689-97.2% |
| Admin fee / account holder | $63 | $9,878-99.4% | $7,665-99.2% | $13,398-99.5% |