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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 | $39,058 | $72,071-45.8% | $68,368-42.9% | $137,256-71.5% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 152.37% | 353.14%-200.8pp | 292.57%-140.2pp | 220.34%-68.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $411 | $4,410-90.7% | $4,123-90.0% | $6,407-93.6% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |