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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 | $6,499 | $109,908-94.1% | $97,161-93.3% | $145,978-95.5% |
| Participation rate | 8.3% | 75.9%-67.6pp | 72.7%-64.4pp | 80.3%-72.0pp |
| Annual return | 14.48% | 243.80%-229.3pp | 75.36%-60.9pp | 550.52%-536.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $119 | $4,679-97.5% | $4,265-97.2% | $6,690-98.2% |
| Admin fee / account holder | $25 | $6,213-99.6% | $5,647-99.6% | $13,400-99.8% |