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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 | $52,970 | $125,237-57.7% | $105,608-49.8% | $145,877-63.7% |
| Participation rate | 17.4% | 77.7%-60.3pp | 75.3%-57.9pp | 80.3%-62.9pp |
| Annual return | 16.71% | 225.76%-209.1pp | 116.50%-99.8pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,093 | $5,711-80.9% | $5,010-78.2% | $6,691-83.7% |
| Admin fee / account holder | $213 | $17,287-98.8% | $11,028-98.1% | $13,402-98.4% |