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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 | $19,354 | $104,937-81.6% | $84,628-77.1% | $152,897-87.3% |
| Participation rate | 23.1% | 74.8%-51.8pp | 68.2%-45.2pp | 82.5%-59.4pp |
| Annual return | 24.08% | 373.88%-349.8pp | 258.80%-234.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $193 | $4,690-95.9% | $3,900-95.0% | $5,851-96.7% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |