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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 | $19,307 | $106,008-81.8% | $92,240-79.1% | $147,586-86.9% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 16.54% | 50.05%-33.5pp | 176.29%-159.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $906 | $4,478-79.8% | $3,897-76.7% | $5,439-83.3% |
| Admin fee / account holder | $245 | $6,333-96.1% | $5,194-95.3% | $10,886-97.7% |