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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 | $23,198 | $106,008-78.1% | $92,240-74.8% | $147,586-84.3% |
| Participation rate | 23.5% | 80.4%-56.9pp | 76.5%-53.0pp | 82.8%-59.3pp |
| Annual return | 17.32% | 50.05%-32.7pp | 176.29%-159.0pp | 578.59%-561.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $982 | $4,478-78.1% | $3,897-74.8% | $5,439-81.9% |
| Admin fee / account holder | $197 | $6,333-96.9% | $5,194-96.2% | $10,886-98.2% |