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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 | $84,184 | $45,152+86.4% | $73,836+14.0% | $59,633+41.2% |
| Participation rate | 12.7% | 64.0%-51.3pp | 73.4%-60.7pp | 68.7%-55.9pp |
| Annual return | -0.52% | 27.40%-27.9pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $848 | $1,901-55.4% | $2,787-69.6% | $2,203-61.5% |
| Participant deferral / active EE | $732 | $2,573-71.6% | $3,583-79.6% | $3,192-77.1% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |