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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 | $30,679 | $84,685-63.8% | $73,836-58.5% | $125,389-75.5% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.4%-10.9pp | 83.2%-20.7pp |
| Annual return | 0.25% | 3123.80%-3123.6pp | 2268.06%-2267.8pp | 282.24%-282.0pp |
| Employer contribution / active EE | $325 | $3,123-89.6% | $2,787-88.3% | $4,866-93.3% |
| Participant deferral / active EE | $390 | $3,993-90.2% | $3,583-89.1% | $5,352-92.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |