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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 | $1,805 | $81,763-97.8% | $58,561-96.9% | $139,466-98.7% |
| Participation rate | 45.0% | 61.3%-16.3pp | 50.9%-5.9pp | 80.3%-35.3pp |
| Annual return | 24.91% | 7427.77%-7402.9pp | 4251.33%-4226.4pp | 373.66%-348.7pp |
| Employer contribution / active EE | $121 | $1,398-91.4% | $1,053-88.6% | $4,754-97.5% |
| Participant deferral / active EE | $125 | $2,555-95.1% | $1,923-93.5% | $6,712-98.1% |
| Admin fee / account holder | $1 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |