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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 | $8,495 | $68,097-87.5% | $62,929-86.5% | $137,256-93.8% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 19.00% | 1859.11%-1840.1pp | 1063.93%-1044.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $235 | $2,811-91.6% | $2,505-90.6% | $4,156-94.4% |
| Participant deferral / active EE | $758 | $4,553-83.3% | $3,888-80.5% | $6,407-88.2% |
| Admin fee / account holder | $33 | $6,521-99.5% | $5,065-99.4% | $12,270-99.7% |