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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 | $10,526 | $96,361-89.1% | $80,607-86.9% | $139,456-92.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 19.08% | 1350.95%-1331.9pp | 936.11%-917.0pp | 373.45%-354.4pp |
| Employer contribution / active EE | $399 | $3,262-87.8% | $2,724-85.4% | $4,753-91.6% |
| Participant deferral / active EE | $399 | $5,232-92.4% | $4,448-91.0% | $6,711-94.1% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |