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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 | $13,041 | $73,518-82.3% | $63,005-79.3% | $147,585-91.2% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.8%-49.8pp | 82.8%-57.8pp |
| Annual return | 16.49% | 175.46%-159.0pp | 87.59%-71.1pp | 578.58%-562.1pp |
| Employer contribution / active EE | $497 | $3,322-85.0% | $2,760-82.0% | $4,876-89.8% |
| Participant deferral / active EE | $497 | $4,183-88.1% | $3,329-85.1% | $5,439-90.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |