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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 | $24,729 | $67,823-63.5% | $52,425-52.8% | $137,256-82.0% |
| Participation rate | 4.5% | 63.9%-59.4pp | 55.6%-51.1pp | 80.0%-75.4pp |
| Annual return | 8.58% | 219.11%-210.5pp | 302.12%-293.5pp | 220.34%-211.8pp |
| Employer contribution / active EE | $125 | $1,163-89.2% | $914-86.3% | $4,156-97.0% |
| Participant deferral / active EE | $180 | $2,288-92.2% | $1,790-90.0% | $6,407-97.2% |
| Admin fee / account holder | $192 | $2,844-93.3% | $2,495-92.3% | $12,270-98.4% |