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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 | $33,835 | $58,726-42.4% | $142,898-76.3% | $85,847-60.6% |
| Participation rate | 20.7% | 58.5%-37.8pp | 72.0%-51.3pp | 69.3%-48.6pp |
| Annual return | 23.67% | 27.73%-4.1pp | 5639.64%-5616.0pp | 318.61%-294.9pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $881 | $2,609-66.2% | $3,838-77.1% | $3,952-77.7% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |