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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 | $12,231 | $76,634-84.0% | $56,054-78.2% | $145,978-91.6% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 13.30% | 3004.33%-2991.0pp | 1705.95%-1692.6pp | 550.52%-537.2pp |
| Employer contribution / active EE | $72 | $1,380-94.8% | $1,039-93.1% | $4,662-98.5% |
| Participant deferral / active EE | $150 | $2,622-94.3% | $1,952-92.3% | $6,690-97.8% |
| Admin fee / account holder | $18 | $3,321-99.5% | $2,822-99.4% | $13,400-99.9% |