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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 | $46,286 | $96,643-52.1% | $86,617-46.6% | $139,456-66.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.35% | 106.57%-94.2pp | 591.91%-579.6pp | 373.45%-361.1pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $762 | $4,835-84.2% | $4,437-82.8% | $6,711-88.6% |
| Admin fee / account holder | $116 | $6,406-98.2% | $5,613-97.9% | $11,407-99.0% |