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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 | $19,980 | $80,812-75.3% | $160,784-87.6% | $82,448-75.8% |
| Participation rate | 23.3% | 66.2%-43.0pp | 77.0%-53.7pp | 68.1%-44.8pp |
| Annual return | 23.87% | 100.59%-76.7pp | 1803.92%-1780.0pp | 41.64%-17.8pp |
| Employer contribution / active EE | $509 | $2,174-76.6% | $3,733-86.4% | $2,551-80.1% |
| Participant deferral / active EE | $722 | $4,335-83.3% | $6,293-88.5% | $4,139-82.6% |
| Admin fee / account holder | $16 | $7,695-99.8% | $9,717-99.8% | $7,234-99.8% |