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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 | $25,460 | $107,363-76.3% | $92,909-72.6% | $152,897-83.3% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 26.16% | 145.63%-119.5pp | 109.44%-83.3pp | 345.43%-319.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $670 | $4,848-86.2% | $4,238-84.2% | $5,851-88.5% |
| Admin fee / account holder | $20 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |