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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 | $5,059 | $88,754-94.3% | $81,820-93.8% | $145,877-96.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.58% | 1031.77%-1016.2pp | 777.93%-762.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $389 | $3,085-87.4% | $2,915-86.7% | $4,663-91.7% |
| Participant deferral / active EE | $491 | $4,648-89.4% | $4,323-88.6% | $6,691-92.7% |
| Admin fee / account holder | $83 | $8,424-99.0% | $7,391-98.9% | $13,402-99.4% |