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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 | $16,087 | $100,203-83.9% | $85,240-81.1% | $145,897-89.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 15.19% | 84.28%-69.1pp | 66.75%-51.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $671 | $3,242-79.3% | $2,735-75.5% | $4,663-85.6% |
| Participant deferral / active EE | $903 | $5,299-83.0% | $4,527-80.1% | $6,689-86.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |