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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 | $52,388 | $102,382-48.8% | $147,005-64.4% | $80,874-35.2% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.2%-56.2pp | 67.6%-41.7pp |
| Annual return | 14.38% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,644 | $6,646-75.3% | $8,070-79.6% | $4,297-61.7% |
| Admin fee / account holder | $258 | $7,942-96.8% | $13,006-98.0% | $6,935-96.3% |