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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 | $16,848 | $88,778-81.0% | $81,844-79.4% | $145,884-88.5% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | 10.32% | 1033.03%-1022.7pp | 778.87%-768.6pp | 551.85%-541.5pp |
| Employer contribution / active EE | $370 | $3,087-88.0% | $2,916-87.3% | $4,662-92.1% |
| Participant deferral / active EE | $664 | $4,648-85.7% | $4,323-84.6% | $6,690-90.1% |
| Admin fee / account holder | $38 | $8,430-99.6% | $7,355-99.5% | $13,392-99.7% |