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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 | $13,531 | $149,040-90.9% | $120,225-88.7% | $137,256-90.1% |
| Participation rate | 16.7% | 75.4%-58.8pp | 69.6%-52.9pp | 80.0%-63.3pp |
| Annual return | 22.86% | 605.68%-582.8pp | 439.23%-416.4pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $320 | $4,655-93.1% | $3,999-92.0% | $6,407-95.0% |
| Admin fee / account holder | $50 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |