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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 | $22,908 | $68,398-66.5% | $94,664-75.8% | $75,173-69.5% |
| Participation rate | 29.8% | 76.1%-46.3pp | 80.8%-51.0pp | 67.2%-37.4pp |
| Annual return | 22.49% | 616.72%-594.2pp | 156.84%-134.4pp | 160.72%-138.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,087 | $6,537-83.4% | $7,417-85.3% | $4,126-73.7% |
| Admin fee / account holder | $179 | $5,324-96.6% | $7,222-97.5% | $5,651-96.8% |