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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 | $8,221 | $100,203-91.8% | $85,240-90.4% | $145,897-94.4% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 16.31% | 84.28%-68.0pp | 66.75%-50.4pp | 552.29%-536.0pp |
| Employer contribution / active EE | $509 | $3,242-84.3% | $2,735-81.4% | $4,663-89.1% |
| Participant deferral / active EE | $637 | $5,299-88.0% | $4,527-85.9% | $6,689-90.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |