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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 | $24,922 | $197,819-87.4% | $155,789-84.0% | $125,389-80.1% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | -0.43% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $553 | $4,850-88.6% | $3,839-85.6% | $4,866-88.6% |
| Participant deferral / active EE | $801 | $5,631-85.8% | $4,798-83.3% | $5,352-85.0% |
| Admin fee / account holder | $10 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |