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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 | $56,567 | $65,555-13.7% | $86,216-34.4% | $75,173-24.8% |
| Participation rate | 36.1% | 60.5%-24.4pp | 69.0%-32.8pp | 67.2%-31.1pp |
| Annual return | 22.57% | 46.07%-23.5pp | 1169.42%-1146.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $402 | $3,023-86.7% | $3,986-89.9% | $4,126-90.3% |
| Admin fee / account holder | $122 | $5,469-97.8% | $6,853-98.2% | $5,651-97.8% |