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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 | $44,239 | $51,642-14.3% | $129,384-65.8% | $80,935-45.3% |
| Participation rate | 7.7% | 56.9%-49.2pp | 69.6%-61.9pp | 67.7%-60.0pp |
| Annual return | 129.84% | 20.78%+109.1pp | 9461.77%-9331.9pp | 35.66%+94.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $371 | $2,670-86.1% | $4,166-91.1% | $4,299-91.4% |
| Admin fee / account holder | $122 | $4,312-97.2% | $7,686-98.4% | $6,924-98.2% |