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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 | $32,553 | $109,905-70.4% | $98,506-67.0% | $167,553-80.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 12.34% | 1960.20%-1947.9pp | 1494.92%-1482.6pp | 478.89%-466.6pp |
| Employer contribution / active EE | $206 | $3,226-93.6% | $2,961-93.0% | $4,840-95.7% |
| Participant deferral / active EE | $825 | $4,674-82.3% | $4,277-80.7% | $6,343-87.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |