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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 | $21,981 | $103,038-78.7% | $90,324-75.7% | $152,909-85.6% |
| Participation rate | 19.0% | 75.9%-56.8pp | 73.3%-54.2pp | 82.5%-63.4pp |
| Annual return | 27.28% | 95.25%-68.0pp | 78.15%-50.9pp | 345.46%-318.2pp |
| Employer contribution / active EE | $484 | $3,141-84.6% | $2,856-83.1% | $4,764-89.8% |
| Participant deferral / active EE | $691 | $4,282-83.9% | $3,885-82.2% | $5,851-88.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |