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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 | $37,762 | $180,749-79.1% | $160,784-76.5% | $137,256-72.5% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 19.03% | 2234.46%-2215.4pp | 1803.92%-1784.9pp | 220.34%-201.3pp |
| Employer contribution / active EE | $800 | $4,155-80.8% | $3,733-78.6% | $4,156-80.8% |
| Participant deferral / active EE | $1,112 | $6,844-83.8% | $6,293-82.3% | $6,407-82.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |