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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 | $10,821 | $169,356-93.6% | $129,406-91.6% | $145,897-92.6% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.6%-69.6pp | 80.3%-80.3pp |
| Annual return | 16.84% | 14418.62%-14401.8pp | 9468.18%-9451.3pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $260 | $4,987-94.8% | $4,167-93.8% | $6,689-96.1% |
| Admin fee / account holder | $39 | $9,915-99.6% | $7,689-99.5% | $13,390-99.7% |