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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 | $13,698 | $47,479-71.2% | $62,929-78.2% | $82,448-83.4% |
| Participation rate | 15.6% | 66.9%-51.2pp | 73.1%-57.5pp | 68.1%-52.4pp |
| Annual return | 17.94% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $238 | $2,870-91.7% | $3,888-93.9% | $4,139-94.2% |
| Admin fee / account holder | $206 | $3,804-94.6% | $5,065-95.9% | $7,234-97.2% |