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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 | $90,614-80.7% | $76,089-77.1% | $145,877-88.0% |
| Participation rate | 23.1% | 74.5%-51.4pp | 69.1%-46.0pp | 80.3%-57.2pp |
| Annual return | 11.48% | 623.80%-612.3pp | 360.94%-349.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $642 | $5,168-87.6% | $4,259-84.9% | $6,691-90.4% |
| Admin fee / account holder | $25 | $8,376-99.7% | $6,418-99.6% | $13,402-99.8% |