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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 | $9,055 | $102,595-91.2% | $94,057-90.4% | $154,746-94.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 19.64% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $337 | $3,147-89.3% | $2,933-88.5% | $4,379-92.3% |
| Participant deferral / active EE | $609 | $5,118-88.1% | $4,709-87.1% | $6,730-91.0% |
| Admin fee / account holder | $170 | $7,736-97.8% | $7,244-97.6% | $14,365-98.8% |