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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 | $15,070 | $102,663-85.3% | $86,216-82.5% | $139,466-89.2% |
| Participation rate | 18.8% | 74.5%-55.8pp | 69.0%-50.2pp | 80.3%-61.6pp |
| Annual return | 21.46% | 1924.52%-1903.1pp | 1169.42%-1148.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $579 | $3,035-80.9% | $2,382-75.7% | $4,754-87.8% |
| Participant deferral / active EE | $649 | $4,677-86.1% | $3,986-83.7% | $6,712-90.3% |
| Admin fee / account holder | $51 | $8,663-99.4% | $6,853-99.3% | $11,409-99.6% |