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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 | $28,036 | $63,346-55.7% | $92,240-69.6% | $70,126-60.0% |
| Participation rate | 42.4% | 68.7%-26.2pp | 76.5%-34.1pp | 69.5%-27.1pp |
| Annual return | 20.19% | 530.19%-510.0pp | 176.29%-156.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $742 | $2,854-74.0% | $3,897-81.0% | $3,332-77.7% |
| Admin fee / account holder | $8 | $3,841-99.8% | $5,194-99.9% | $4,645-99.8% |