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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 | $20,135 | $107,363-81.2% | $92,909-78.3% | $152,897-86.8% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 18.95% | 145.63%-126.7pp | 109.44%-90.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $971 | $4,848-80.0% | $4,238-77.1% | $5,851-83.4% |
| Admin fee / account holder | $54 | $7,082-99.2% | $5,795-99.1% | $11,599-99.5% |