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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 | $30,317 | $64,705-53.1% | $62,929-51.8% | $67,986-55.4% |
| Participation rate | 2.7% | 65.6%-62.9pp | 73.1%-70.4pp | 57.2%-54.5pp |
| Annual return | 14.75% | 20.31%-5.6pp | 1063.93%-1049.2pp | 31.67%-16.9pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $369 | $3,198-88.5% | $3,888-90.5% | $3,358-89.0% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |