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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 | $23,149 | $48,570-52.3% | $130,660-82.3% | $72,976-68.3% |
| Participation rate | 12.5% | 58.6%-46.1pp | 71.7%-59.2pp | 69.5%-57.0pp |
| Annual return | 23.20% | 38.63%-15.4pp | 1709.29%-1686.1pp | 81.02%-57.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $931 | $2,384-60.9% | $3,603-74.2% | $3,608-74.2% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,463-100.0% | $5,124-100.0% |