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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 | $18,283 | $96,643-81.1% | $86,617-78.9% | $139,456-86.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 19.15% | 106.57%-87.4pp | 591.91%-572.8pp | 373.45%-354.3pp |
| Employer contribution / active EE | $2,048 | $3,264-37.3% | $3,023-32.3% | $4,753-56.9% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $62 | $6,406-99.0% | $5,613-98.9% | $11,407-99.5% |