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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 | $10,439 | $57,330-81.8% | $86,656-88.0% | $75,177-86.1% |
| Participation rate | 27.6% | 63.2%-35.6pp | 71.7%-44.1pp | 67.2%-39.6pp |
| Annual return | 23.05% | 2675.40%-2652.4pp | 593.09%-570.0pp | 160.75%-137.7pp |
| Employer contribution / active EE | $432 | $2,316-81.3% | $3,025-85.7% | $2,671-83.8% |
| Participant deferral / active EE | $716 | $3,320-78.4% | $4,439-83.9% | $4,126-82.6% |
| Admin fee / account holder | $26 | $4,115-99.4% | $5,619-99.5% | $5,651-99.5% |