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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 | $40,715 | $85,766-52.5% | $136,298-70.1% | $70,126-41.9% |
| Participation rate | 25.0% | 74.2%-49.2pp | 81.9%-56.9pp | 69.5%-44.5pp |
| Annual return | 19.87% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $591 | $5,051-88.3% | $6,247-90.5% | $3,332-82.3% |
| Admin fee / account holder | $199 | $5,421-96.3% | $9,244-97.8% | $4,645-95.7% |