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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 | $25,412 | $52,507-51.6% | $129,406-80.4% | $74,478-65.9% |
| Participation rate | 2.6% | 53.9%-51.3pp | 69.6%-67.0pp | 67.2%-64.6pp |
| Annual return | 13.12% | 15.64%-2.5pp | 9468.18%-9455.1pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $56 | $2,801-98.0% | $4,167-98.7% | $4,350-98.7% |
| Admin fee / account holder | $69 | $2,639-97.4% | $7,689-99.1% | $1,946-96.4% |