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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 | $33,738 | $72,446-53.4% | $67,561-50.1% | $145,877-76.9% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | 15.57% | 7211.98%-7196.4pp | 3525.44%-3509.9pp | 551.28%-535.7pp |
| Employer contribution / active EE | $631 | $3,072-79.5% | $2,735-76.9% | $4,663-86.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $30 | $5,541-99.5% | $4,006-99.3% | $13,402-99.8% |