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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 | $15,533 | $44,425-65.0% | $67,834-77.1% | $55,167-71.8% |
| Participation rate | 36.6% | 59.7%-23.1pp | 68.8%-32.2pp | 69.0%-32.4pp |
| Annual return | 5036.99% | 17.80%+5019.2pp | 138.47%+4898.5pp | 169.23%+4867.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $187 | $2,166-91.4% | $3,160-94.1% | $3,054-93.9% |
| Admin fee / account holder | $255 | $530-51.8% | $4,622-94.5% | $504-49.3% |