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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 | $31,279 | $53,063-41.1% | $124,206-74.8% | $82,637-62.1% |
| Participation rate | 9.5% | 58.4%-48.9pp | 69.6%-60.1pp | 68.1%-58.5pp |
| Annual return | 19.52% | 68.87%-49.4pp | 515.27%-495.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $356 | $1,530-76.8% | $3,540-90.0% | $2,552-86.1% |
| Participant deferral / active EE | $636 | $2,644-76.0% | $3,968-84.0% | $4,126-84.6% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |