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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 | $17,079 | $132,634-87.1% | $115,768-85.2% | $137,256-87.6% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.4%-45.8pp | 80.0%-51.4pp |
| Annual return | 19.92% | 160.70%-140.8pp | 100.46%-80.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $843 | $5,619-85.0% | $4,917-82.9% | $6,407-86.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |