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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 | $4,616 | $88,778-94.8% | $81,844-94.4% | $145,884-96.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.43% | 1033.03%-1014.6pp | 778.87%-760.4pp | 551.85%-533.4pp |
| Employer contribution / active EE | $364 | $3,087-88.2% | $2,916-87.5% | $4,662-92.2% |
| Participant deferral / active EE | $407 | $4,648-91.2% | $4,323-90.6% | $6,690-93.9% |
| Admin fee / account holder | $32 | $8,430-99.6% | $7,355-99.6% | $13,392-99.8% |