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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 | $21,995 | $70,587-68.8% | $124,693-82.4% | $85,847-74.4% |
| Participation rate | 46.7% | 64.4%-17.7pp | 74.6%-27.9pp | 69.3%-22.7pp |
| Annual return | 14.87% | 20688.83%-20674.0pp | 5144.19%-5129.3pp | 318.61%-303.7pp |
| Employer contribution / active EE | $630 | $1,913-67.1% | $3,324-81.1% | $2,565-75.4% |
| Participant deferral / active EE | $978 | $2,969-67.1% | $4,615-78.8% | $3,952-75.3% |
| Admin fee / account holder | $29 | $5,282-99.5% | $7,494-99.6% | $6,261-99.5% |