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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 | $10,396 | $149,040-93.0% | $120,225-91.4% | $137,256-92.4% |
| Participation rate | 10.0% | 75.4%-65.4pp | 69.6%-59.6pp | 80.0%-70.0pp |
| Annual return | 21.87% | 605.68%-583.8pp | 439.23%-417.4pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $44 | $4,655-99.1% | $3,999-98.9% | $6,407-99.3% |
| Admin fee / account holder | $42 | $6,348-99.3% | $5,696-99.3% | $12,270-99.7% |