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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 | $55,461 | $125,778-55.9% | $114,563-51.6% | $154,746-64.2% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.9%-49.8pp | 80.7%-57.6pp |
| Annual return | 15.56% | 295.14%-279.6pp | 241.09%-225.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $465 | $4,445-89.5% | $4,142-88.8% | $6,730-93.1% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |