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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 | $19,641 | $126,519-84.5% | $106,201-81.5% | $145,959-86.5% |
| Participation rate | 25.0% | 77.7%-52.7pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 12.17% | 225.10%-212.9pp | 116.26%-104.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $385 | $5,716-93.3% | $5,012-92.3% | $6,689-94.2% |
| Admin fee / account holder | $212 | $17,312-98.8% | $11,039-98.1% | $13,398-98.4% |