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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 | $25,865 | $100,911-74.4% | $90,440-71.4% | $158,966-83.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 29.99% | 1726.62%-1696.6pp | 1294.38%-1264.4pp | 302.95%-273.0pp |
| Employer contribution / active EE | $581 | $3,690-84.3% | $3,263-82.2% | $4,762-87.8% |
| Participant deferral / active EE | $581 | $4,348-86.6% | $3,964-85.3% | $5,983-90.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |