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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 | $33,827 | $72,177-53.1% | $115,037-70.6% | $59,632-43.3% |
| Participation rate | 12.2% | 72.6%-60.4pp | 81.4%-69.2pp | 68.7%-56.5pp |
| Annual return | 56.37% | 12.02%+44.4pp | 26.14%+30.2pp | 2041.32%-1984.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $933 | $4,783-80.5% | $6,026-84.5% | $3,192-70.8% |
| Admin fee / account holder | $50 | $4,927-99.0% | $8,175-99.4% | $4,297-98.8% |