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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 | $90,614-85.3% | $76,089-82.6% | $145,877-90.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.53% | 623.80%-614.3pp | 360.94%-351.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $750 | $3,324-77.4% | $2,690-72.1% | $4,663-83.9% |
| Participant deferral / active EE | $750 | $5,168-85.5% | $4,259-82.4% | $6,691-88.8% |
| Admin fee / account holder | $49 | $8,376-99.4% | $6,418-99.2% | $13,402-99.6% |