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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 | $63,433-52.2% | $63,803-52.5% | $64,097-52.7% |
| Participation rate | 2.7% | 65.0%-62.3pp | 72.7%-70.0pp | 55.2%-52.5pp |
| Annual return | 14.75% | 20.74%-6.0pp | 543.72%-529.0pp | 34.64%-19.9pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $369 | $3,119-88.2% | $3,843-90.4% | $3,080-88.0% |
| Admin fee / account holder | $0 | $1,489-100.0% | $5,196-100.0% | $3,454-100.0% |