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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 | $19,097 | $67,823-71.8% | $52,425-63.6% | $137,256-86.1% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 17.76% | 219.11%-201.4pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $86 | $1,163-92.6% | $914-90.6% | $4,156-97.9% |
| Participant deferral / active EE | $94 | $2,288-95.9% | $1,790-94.8% | $6,407-98.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |