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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 | $51,834 | $60,128-13.8% | $90,440-42.7% | $79,852-35.1% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.1pp |
| Annual return | 15.84% | 71.95%-56.1pp | 1294.38%-1278.5pp | 31.72%-15.9pp |
| Employer contribution / active EE | $244 | $2,068-88.2% | $3,263-92.5% | $2,471-90.1% |
| Participant deferral / active EE | $540 | $2,939-81.6% | $3,964-86.4% | $3,740-85.6% |
| Admin fee / account holder | $103 | $3,977-97.4% | $5,615-98.2% | $5,306-98.1% |