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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 | $14,770 | $88,702-83.3% | $81,780-81.9% | $145,978-89.9% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.4%-61.3pp | 80.3%-69.2pp |
| Annual return | 29.80% | 1029.12%-999.3pp | 776.27%-746.5pp | 550.52%-520.7pp |
| Employer contribution / active EE | $631 | $3,084-79.5% | $2,914-78.3% | $4,662-86.5% |
| Participant deferral / active EE | $664 | $4,645-85.7% | $4,321-84.6% | $6,690-90.1% |
| Admin fee / account holder | $38 | $8,414-99.5% | $7,384-99.5% | $13,400-99.7% |