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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 | $6,164 | $88,710-93.1% | $81,783-92.5% | $145,959-95.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.72% | 1027.26%-1010.5pp | 775.05%-758.3pp | 561.95%-545.2pp |
| Employer contribution / active EE | $862 | $3,083-72.0% | $2,913-70.4% | $4,661-81.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $67 | $8,407-99.2% | $7,380-99.1% | $13,398-99.5% |