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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 | $14,562 | $68,097-78.6% | $62,929-76.9% | $137,256-89.4% |
| Participation rate | 13.0% | 77.4%-64.4pp | 73.1%-60.1pp | 80.0%-66.9pp |
| Annual return | 25.41% | 1859.11%-1833.7pp | 1063.93%-1038.5pp | 220.34%-194.9pp |
| Employer contribution / active EE | $216 | $2,811-92.3% | $2,505-91.4% | $4,156-94.8% |
| Participant deferral / active EE | $276 | $4,553-93.9% | $3,888-92.9% | $6,407-95.7% |
| Admin fee / account holder | $53 | $6,521-99.2% | $5,065-98.9% | $12,270-99.6% |