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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 | $22,215 | $100,203-77.8% | $85,240-73.9% | $145,897-84.8% |
| Participation rate | 15.0% | 74.1%-59.1pp | 67.5%-52.5pp | 80.3%-65.3pp |
| Annual return | 13.96% | 84.28%-70.3pp | 66.75%-52.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $140 | $5,299-97.4% | $4,527-96.9% | $6,689-97.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |