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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 | $30,848 | $85,766-64.0% | $136,297-77.4% | $70,124-56.0% |
| Participation rate | 2.9% | 74.2%-71.2pp | 81.9%-79.0pp | 69.5%-66.6pp |
| Annual return | 30.85% | 31.45%-0.6pp | 5156.19%-5125.3pp | 73.14%-42.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $847 | $5,051-83.2% | $6,247-86.4% | $3,332-74.6% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |