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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 | $13,795 | $88,702-84.4% | $81,780-83.1% | $145,978-90.5% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 11.70% | 1029.12%-1017.4pp | 776.27%-764.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $587 | $4,645-87.4% | $4,321-86.4% | $6,690-91.2% |
| Admin fee / account holder | $53 | $8,414-99.4% | $7,384-99.3% | $13,400-99.6% |