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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 | $28,211 | $75,832-62.8% | $147,617-80.9% | $59,633-52.7% |
| Participation rate | 30.9% | 71.6%-40.6pp | 84.6%-53.7pp | 68.7%-37.7pp |
| Annual return | 0.36% | 0.37%0pp | 61.98%-61.6pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $536 | $3,485-84.6% | $5,564-90.4% | $2,203-75.6% |
| Participant deferral / active EE | $714 | $3,131-77.2% | $4,895-85.4% | $3,192-77.6% |
| Admin fee / account holder | $6 | $5,986-99.9% | $11,612-99.9% | $4,297-99.9% |