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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 | $52,361 | $73,518-28.8% | $63,005-16.9% | $147,585-64.5% |
| Participation rate | 21.4% | 77.9%-56.4pp | 74.8%-53.4pp | 82.8%-61.4pp |
| Annual return | 20.52% | 175.46%-154.9pp | 87.59%-67.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $350 | $4,183-91.6% | $3,329-89.5% | $5,439-93.6% |
| Admin fee / account holder | $42 | $5,952-99.3% | $3,599-98.8% | $10,886-99.6% |