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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 | $19,333 | $49,199-60.7% | $121,204-84.0% | $75,173-74.3% |
| Participation rate | 20.6% | 55.4%-34.8pp | 69.5%-48.9pp | 67.2%-46.6pp |
| Annual return | 20.50% | 56.04%-35.5pp | 987.18%-966.7pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $513 | $2,630-80.5% | $4,083-87.4% | $4,126-87.6% |
| Admin fee / account holder | $81 | $3,946-98.0% | $5,651-98.6% | $5,651-98.6% |