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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 | $20,412 | $73,546-72.2% | $63,018-67.6% | $147,586-86.2% |
| Participation rate | 23.5% | 77.9%-54.3pp | 74.8%-51.3pp | 82.8%-59.3pp |
| Annual return | 16.95% | 175.56%-158.6pp | 87.62%-70.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $426 | $4,185-89.8% | $3,330-87.2% | $5,439-92.2% |
| Admin fee / account holder | $183 | $5,956-96.9% | $3,601-94.9% | $10,886-98.3% |