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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 | $11,484 | $102,663-88.8% | $86,216-86.7% | $139,466-91.8% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 22.48% | 1924.52%-1902.0pp | 1169.42%-1146.9pp | 373.66%-351.2pp |
| Employer contribution / active EE | $617 | $3,035-79.7% | $2,382-74.1% | $4,754-87.0% |
| Participant deferral / active EE | $990 | $4,677-78.8% | $3,986-75.2% | $6,712-85.3% |
| Admin fee / account holder | $36 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |