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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 | $125,190-84.3% | $105,624-81.4% | $145,897-86.5% |
| Participation rate | 25.0% | 77.6%-52.6pp | 75.3%-50.3pp | 80.3%-55.3pp |
| Annual return | 12.17% | 225.22%-213.0pp | 116.20%-104.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $385 | $5,716-93.3% | $5,013-92.3% | $6,689-94.2% |
| Admin fee / account holder | $212 | $17,138-98.8% | $10,961-98.1% | $13,390-98.4% |