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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 | $31,017 | $28,624+8.4% | $53,647-42.2% | $82,637-62.5% |
| Participation rate | 2.5% | 47.3%-44.8pp | 56.3%-53.8pp | 68.1%-65.6pp |
| Annual return | 29.00% | 664.98%-636.0pp | 358.33%-329.3pp | 53.51%-24.5pp |
| Employer contribution / active EE | $153 | $637-75.9% | $962-84.1% | $2,552-94.0% |
| Participant deferral / active EE | $163 | $1,196-86.4% | $1,813-91.0% | $4,126-96.0% |
| Admin fee / account holder | $250 | $2,022-87.6% | $2,460-89.8% | $7,339-96.6% |