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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 | $5,103 | $68,097-92.5% | $62,929-91.9% | $137,256-96.3% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 23.74% | 1859.11%-1835.4pp | 1063.93%-1040.2pp | 220.34%-196.6pp |
| Employer contribution / active EE | $516 | $2,811-81.6% | $2,505-79.4% | $4,156-87.6% |
| Participant deferral / active EE | $550 | $4,553-87.9% | $3,888-85.9% | $6,407-91.4% |
| Admin fee / account holder | $82 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |