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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 | $25,464 | $96,678-73.7% | $86,640-70.6% | $139,466-81.7% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 11.60% | 106.69%-95.1pp | 592.52%-580.9pp | 373.66%-362.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $638 | $4,837-86.8% | $4,438-85.6% | $6,712-90.5% |
| Admin fee / account holder | $222 | $6,410-96.5% | $5,616-96.0% | $11,409-98.1% |