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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 | $12,068 | $76,368-84.2% | $67,681-82.2% | $154,746-92.2% |
| Participation rate | 12.5% | 79.0%-66.5pp | 73.7%-61.2pp | 80.7%-68.2pp |
| Annual return | 17.98% | 1066.77%-1048.8pp | 590.58%-572.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $272 | $4,824-94.4% | $3,976-93.2% | $6,730-96.0% |
| Admin fee / account holder | $45 | $8,559-99.5% | $6,100-99.3% | $14,365-99.7% |