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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 | $21,092 | $65,434-67.8% | $98,483-78.6% | $85,847-75.4% |
| Participation rate | 27.8% | 65.0%-37.2pp | 73.3%-45.6pp | 69.3%-41.5pp |
| Annual return | 29.26% | 21.75%+7.5pp | 1494.38%-1465.1pp | 318.61%-289.3pp |
| Employer contribution / active EE | $266 | $2,169-87.7% | $2,961-91.0% | $2,565-89.6% |
| Participant deferral / active EE | $394 | $3,168-87.6% | $4,276-90.8% | $3,952-90.0% |
| Admin fee / account holder | $0 | $4,595-100.0% | $5,953-100.0% | $6,261-100.0% |