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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 | $1,067 | $67,823-98.4% | $52,425-98.0% | $137,256-99.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 27.30% | 219.11%-191.8pp | 302.12%-274.8pp | 220.34%-193.0pp |
| Employer contribution / active EE | $102 | $1,163-91.2% | $914-88.9% | $4,156-97.5% |
| Participant deferral / active EE | $118 | $2,288-94.8% | $1,790-93.4% | $6,407-98.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |