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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 | $53,894 | $102,429-47.4% | $147,096-63.4% | $80,925-33.4% |
| Participation rate | 10.3% | 75.9%-65.6pp | 82.2%-71.9pp | 67.7%-57.4pp |
| Annual return | 12.39% | 135.02%-122.6pp | 419.75%-407.4pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $846 | $6,649-87.3% | $8,071-89.5% | $4,299-80.3% |
| Admin fee / account holder | $5 | $7,957-99.9% | $13,005-100.0% | $6,940-99.9% |