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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 | $46,060 | $152,612-69.8% | $125,192-63.2% | $152,897-69.9% |
| Participation rate | 52.4% | 83.3%-31.0pp | 79.8%-27.4pp | 82.5%-30.1pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,294 | $5,868-77.9% | $4,937-73.8% | $5,851-77.9% |
| Admin fee / account holder | $42 | $13,437-99.7% | $9,704-99.6% | $11,599-99.6% |