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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 | $15,886 | $49,199-67.7% | $121,204-86.9% | $75,173-78.9% |
| Participation rate | 27.9% | 55.4%-27.6pp | 69.5%-41.7pp | 67.2%-39.3pp |
| Annual return | 2414.17% | 56.04%+2358.1pp | 987.18%+1427.0pp | 160.72%+2253.5pp |
| Employer contribution / active EE | $394 | $1,547-74.6% | $4,170-90.6% | $2,671-85.3% |
| Participant deferral / active EE | $660 | $2,630-74.9% | $4,083-83.8% | $4,126-84.0% |
| Admin fee / account holder | $132 | $3,946-96.6% | $5,651-97.7% | $5,651-97.7% |