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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 | $33,715 | $102,393-67.1% | $147,041-77.1% | $80,911-58.3% |
| Participation rate | 24.4% | 75.9%-51.5pp | 82.2%-57.8pp | 67.6%-43.3pp |
| Annual return | 16.33% | 134.95%-118.6pp | 419.21%-402.9pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,308 | $6,647-65.3% | $8,071-71.4% | $4,297-46.3% |
| Admin fee / account holder | $277 | $7,943-96.5% | $13,006-97.9% | $6,935-96.0% |