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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 | $27,713 | $98,776-71.9% | $149,745-81.5% | $79,856-65.3% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.6%-27.3pp |
| Annual return | 37681.18% | 27.38%+37653.8pp | 276.72%+37404.5pp | 31.71%+37649.5pp |
| Employer contribution / active EE | $732 | $3,217-77.2% | $4,646-84.2% | $2,471-70.4% |
| Participant deferral / active EE | $1,763 | $5,681-69.0% | $6,843-74.2% | $3,741-52.9% |
| Admin fee / account holder | $200 | $6,053-96.7% | $9,312-97.9% | $5,306-96.2% |