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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 | $22,488 | $51,642-56.5% | $129,384-82.6% | $80,935-72.2% |
| Participation rate | 4.0% | 56.9%-52.9pp | 69.6%-65.6pp | 67.7%-63.7pp |
| Annual return | 17.12% | 20.78%-3.7pp | 9461.77%-9444.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $290 | $2,670-89.1% | $4,166-93.0% | $4,299-93.3% |
| Admin fee / account holder | $84 | $4,312-98.1% | $7,686-98.9% | $6,924-98.8% |