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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 | $162,529-76.5% | $130,788-70.7% | $154,746-75.3% |
| Participation rate | 9.1% | 75.9%-66.8pp | 70.1%-61.0pp | 80.7%-71.6pp |
| Annual return | 16.30% | 510.48%-494.2pp | 386.44%-370.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $198 | $4,447-95.5% | $3,558-94.4% | $4,379-95.5% |
| Participant deferral / active EE | $372 | $4,808-92.3% | $4,137-91.0% | $6,730-94.5% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |