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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 | $1,331 | $67,823-98.0% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 18.57% | 219.11%-200.5pp | 302.12%-283.5pp | 220.34%-201.8pp |
| Employer contribution / active EE | $41 | $1,163-96.5% | $914-95.6% | $4,156-99.0% |
| Participant deferral / active EE | $166 | $2,288-92.8% | $1,790-90.7% | $6,407-97.4% |
| Admin fee / account holder | $156 | $2,844-94.5% | $2,495-93.7% | $12,270-98.7% |