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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 | $30,995 | $85,766-63.9% | $136,298-77.3% | $70,126-55.8% |
| Participation rate | 39.4% | 74.2%-34.8pp | 81.9%-42.5pp | 69.5%-30.1pp |
| Annual return | 23.30% | 31.46%-8.2pp | 5156.27%-5133.0pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,476 | $5,051-70.8% | $6,247-76.4% | $3,332-55.7% |
| Admin fee / account holder | $276 | $5,421-94.9% | $9,244-97.0% | $4,645-94.1% |