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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 | $54,628 | $100,073-45.4% | $85,126-35.8% | $145,877-62.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 18.34% | 84.11%-65.8pp | 66.63%-48.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9 | $5,294-99.8% | $4,523-99.8% | $6,691-99.9% |
| Admin fee / account holder | $23 | $7,261-99.7% | $6,160-99.6% | $13,402-99.8% |