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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 | $22,960 | $29,319-21.7% | $52,425-56.2% | $82,448-72.2% |
| Participation rate | 17.5% | 46.9%-29.3pp | 55.6%-38.1pp | 68.1%-50.5pp |
| Annual return | 21.48% | 535.20%-513.7pp | 302.12%-280.6pp | 41.64%-20.2pp |
| Employer contribution / active EE | $111 | $586-81.1% | $914-87.9% | $2,551-95.7% |
| Participant deferral / active EE | $111 | $1,171-90.5% | $1,790-93.8% | $4,139-97.3% |
| Admin fee / account holder | $236 | $1,962-88.0% | $2,495-90.5% | $7,234-96.7% |