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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 | $18,060 | $53,162-66.0% | $91,225-80.2% | $68,486-73.6% |
| Participation rate | 33.3% | 63.2%-29.9pp | 73.2%-39.9pp | 67.9%-34.6pp |
| Annual return | 521.41% | -3.14%+524.6pp | 114.12%+407.3pp | -7.85%+529.3pp |
| Employer contribution / active EE | $625 | $1,709-63.4% | $2,851-78.1% | $2,597-75.9% |
| Participant deferral / active EE | $987 | $2,974-66.8% | $4,233-76.7% | $4,028-75.5% |
| Admin fee / account holder | $85 | $4,493-98.1% | $5,422-98.4% | $5,404-98.4% |