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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 | $17,141 | $60,128-71.5% | $90,440-81.0% | $79,852-78.5% |
| Participation rate | 57.1% | 65.0%-7.9pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 10.98% | 71.95%-61.0pp | 1294.38%-1283.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $615 | $2,068-70.3% | $3,263-81.1% | $2,471-75.1% |
| Participant deferral / active EE | $657 | $2,939-77.7% | $3,964-83.4% | $3,740-82.4% |
| Admin fee / account holder | $220 | $3,977-94.5% | $5,615-96.1% | $5,306-95.9% |