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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 | $3,849 | $88,702-95.7% | $81,780-95.3% | $145,978-97.4% |
| Participation rate | 23.5% | 75.0%-51.5pp | 72.4%-48.8pp | 80.3%-56.8pp |
| Annual return | 31.08% | 1029.12%-998.0pp | 776.27%-745.2pp | 550.52%-519.4pp |
| Employer contribution / active EE | $345 | $3,084-88.8% | $2,914-88.1% | $4,662-92.6% |
| Participant deferral / active EE | $398 | $4,645-91.4% | $4,321-90.8% | $6,690-94.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |