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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 | $36,657 | $68,097-46.2% | $62,929-41.7% | $137,256-73.3% |
| Participation rate | 40.0% | 77.4%-37.4pp | 73.1%-33.1pp | 80.0%-40.0pp |
| Annual return | 22.51% | 1859.11%-1836.6pp | 1063.93%-1041.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $425 | $2,811-84.9% | $2,505-83.0% | $4,156-89.8% |
| Participant deferral / active EE | $567 | $4,553-87.5% | $3,888-85.4% | $6,407-91.1% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |