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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 | $16,637 | $72,465-77.0% | $67,575-75.4% | $145,884-88.6% |
| Participation rate | 35.7% | 76.9%-41.2pp | 72.9%-37.2pp | 80.3%-44.6pp |
| Annual return | 12.70% | 7222.56%-7209.9pp | 3528.98%-3516.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $367 | $3,074-88.1% | $2,736-86.6% | $4,662-92.1% |
| Participant deferral / active EE | $635 | $4,786-86.7% | $4,003-84.1% | $6,690-90.5% |
| Admin fee / account holder | $167 | $5,515-97.0% | $3,993-95.8% | $13,392-98.8% |