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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 | $24,127 | $56,431-57.2% | $130,788-81.6% | $87,485-72.4% |
| Participation rate | 10.5% | 58.9%-48.4pp | 70.1%-59.6pp | 68.9%-58.4pp |
| Annual return | 23.12% | 91.27%-68.1pp | 386.44%-363.3pp | 26.06%-2.9pp |
| Employer contribution / active EE | $275 | $1,549-82.2% | $3,558-92.3% | $2,596-89.4% |
| Participant deferral / active EE | $591 | $2,749-78.5% | $4,137-85.7% | $4,274-86.2% |
| Admin fee / account holder | $0 | $4,433-100.0% | $6,673-100.0% | $7,775-100.0% |