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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 | $11,825 | $99,995-88.2% | $85,063-86.1% | $145,978-91.9% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 18.79% | 83.99%-65.2pp | 66.54%-47.7pp | 550.52%-531.7pp |
| Employer contribution / active EE | $758 | $3,231-76.6% | $2,727-72.2% | $4,662-83.8% |
| Participant deferral / active EE | $758 | $5,295-85.7% | $4,523-83.3% | $6,690-88.7% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |