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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 | $37,636 | $68,097-44.7% | $62,929-40.2% | $137,256-72.6% |
| Participation rate | 44.4% | 77.4%-33.0pp | 73.1%-28.7pp | 80.0%-35.5pp |
| Annual return | 17.81% | 1859.11%-1841.3pp | 1063.93%-1046.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $293 | $2,811-89.6% | $2,505-88.3% | $4,156-92.9% |
| Participant deferral / active EE | $653 | $4,553-85.6% | $3,888-83.2% | $6,407-89.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |