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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 | $23,403 | $102,663-77.2% | $86,216-72.9% | $139,466-83.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 14.13% | 1924.52%-1910.4pp | 1169.42%-1155.3pp | 373.66%-359.5pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $308 | $4,677-93.4% | $3,986-92.3% | $6,712-95.4% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |