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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 | $20,532 | $67,823-69.7% | $52,425-60.8% | $137,256-85.0% |
| Participation rate | 30.8% | 63.9%-33.1pp | 55.6%-24.9pp | 80.0%-49.2pp |
| Annual return | 16.91% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $37 | $1,163-96.8% | $914-96.0% | $4,156-99.1% |
| Participant deferral / active EE | $12 | $2,288-99.5% | $1,790-99.3% | $6,407-99.8% |
| Admin fee / account holder | $151 | $2,844-94.7% | $2,495-94.0% | $12,270-98.8% |