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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 | $38,660 | $102,595-62.3% | $94,057-58.9% | $154,746-75.0% |
| Participation rate | 10.0% | 76.0%-66.0pp | 73.3%-63.3pp | 80.7%-70.7pp |
| Annual return | 12.13% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $776 | $5,118-84.8% | $4,709-83.5% | $6,730-88.5% |
| Admin fee / account holder | $113 | $7,736-98.5% | $7,244-98.4% | $14,365-99.2% |