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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 | $10,252 | $111,535-90.8% | $105,223-90.3% | $137,256-92.5% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 80.0%-80.0pp |
| Annual return | 22.29% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $30 | $5,500-99.5% | $5,072-99.4% | $6,407-99.5% |
| Admin fee / account holder | $41 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |