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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 | $33,237 | $70,587-52.9% | $124,693-73.3% | $85,847-61.3% |
| Participation rate | 27.0% | 64.4%-37.4pp | 74.6%-47.6pp | 69.3%-42.3pp |
| Annual return | 14.59% | 20688.83%-20674.2pp | 5144.19%-5129.6pp | 318.61%-304.0pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $795 | $2,969-73.2% | $4,615-82.8% | $3,952-79.9% |
| Admin fee / account holder | $0 | $5,282-100.0% | $7,494-100.0% | $6,261-100.0% |