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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 | $5,211 | $149,040-96.5% | $120,225-95.7% | $137,256-96.2% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.96% | 605.68%-586.7pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $98 | $4,350-97.8% | $3,475-97.2% | $4,156-97.7% |
| Participant deferral / active EE | $127 | $4,655-97.3% | $3,999-96.8% | $6,407-98.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |