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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 | $24,046 | $99,647-75.9% | $86,439-72.2% | $134,509-82.1% |
| Participation rate | 61.9% | 82.1%-20.2pp | 80.3%-18.4pp | 81.2%-19.3pp |
| Annual return | -15.63% | 6784.13%-6799.8pp | 4395.55%-4411.2pp | 418.13%-433.8pp |
| Employer contribution / active EE | $732 | $4,401-83.4% | $3,769-80.6% | $4,741-84.6% |
| Participant deferral / active EE | $2,261 | $7,246-68.8% | $6,952-67.5% | $6,400-64.7% |
| Admin fee / account holder | $23 | $8,373-99.7% | $6,732-99.7% | $11,427-99.8% |