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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 | $42,182 | $58,275-27.6% | $81,844-48.5% | $80,935-47.9% |
| Participation rate | 1.8% | 63.5%-61.7pp | 72.4%-70.6pp | 67.7%-65.9pp |
| Annual return | 16.24% | 41.82%-25.6pp | 778.87%-762.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $30 | $3,285-99.1% | $4,323-99.3% | $4,299-99.3% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |