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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 | $38,256 | $149,040-74.3% | $120,225-68.2% | $137,256-72.1% |
| Participation rate | 9.1% | 75.4%-66.3pp | 69.6%-60.5pp | 80.0%-70.9pp |
| Annual return | 16.30% | 605.68%-589.4pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $198 | $4,350-95.4% | $3,475-94.3% | $4,156-95.2% |
| Participant deferral / active EE | $372 | $4,655-92.0% | $3,999-90.7% | $6,407-94.2% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |