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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 | $10,393 | $57,305-81.9% | $86,640-88.0% | $75,173-86.2% |
| Participation rate | 28.1% | 63.2%-35.1pp | 71.7%-43.6pp | 67.2%-39.1pp |
| Annual return | 29.86% | 2674.24%-2644.4pp | 592.52%-562.7pp | 160.72%-130.9pp |
| Employer contribution / active EE | $295 | $2,316-87.3% | $3,024-90.3% | $2,671-89.0% |
| Participant deferral / active EE | $544 | $3,320-83.6% | $4,438-87.8% | $4,126-86.8% |
| Admin fee / account holder | $0 | $4,116-100.0% | $5,616-100.0% | $5,651-100.0% |