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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 | $14,526 | $60,139-75.8% | $90,461-83.9% | $79,856-81.8% |
| Participation rate | 13.3% | 65.0%-51.7pp | 72.7%-59.4pp | 69.6%-56.3pp |
| Annual return | 15.87% | 71.96%-56.1pp | 1294.76%-1278.9pp | 31.71%-15.8pp |
| Employer contribution / active EE | $236 | $2,069-88.6% | $3,264-92.8% | $2,471-90.5% |
| Participant deferral / active EE | $251 | $2,939-91.5% | $3,964-93.7% | $3,741-93.3% |
| Admin fee / account holder | $77 | $3,978-98.1% | $5,617-98.6% | $5,306-98.6% |