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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 | $56,577 | $29,733+90.3% | $56,025+1.0% | $80,959-30.1% |
| Participation rate | 2.2% | 41.7%-39.5pp | 52.5%-50.3pp | 67.7%-65.5pp |
| Annual return | 13.07% | 35.28%-22.2pp | 1712.69%-1699.6pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $31 | $1,229-97.4% | $1,955-98.4% | $4,300-99.3% |
| Admin fee / account holder | $244 | $2,434-90.0% | $2,828-91.4% | $6,925-96.5% |