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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 | $13,275 | $90,530-85.3% | $76,030-82.5% | $145,897-90.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.53% | 625.08%-615.6pp | 361.54%-352.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $750 | $3,319-77.4% | $2,688-72.1% | $4,663-83.9% |
| Participant deferral / active EE | $750 | $5,164-85.5% | $4,257-82.4% | $6,689-88.8% |
| Admin fee / account holder | $49 | $8,383-99.4% | $6,421-99.2% | $13,390-99.6% |