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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 | $17,462 | $90,530-80.7% | $76,030-77.0% | $145,897-88.0% |
| Participation rate | 23.1% | 74.4%-51.4pp | 69.1%-46.0pp | 80.3%-57.2pp |
| Annual return | 11.48% | 625.08%-613.6pp | 361.54%-350.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $642 | $5,164-87.6% | $4,257-84.9% | $6,689-90.4% |
| Admin fee / account holder | $25 | $8,383-99.7% | $6,421-99.6% | $13,390-99.8% |