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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 | $38,912 | $108,882-64.3% | $96,754-59.8% | $154,746-74.9% |
| Participation rate | 10.0% | 75.1%-65.1pp | 70.3%-60.3pp | 80.7%-70.7pp |
| Annual return | 32.78% | 98.39%-65.6pp | 82.04%-49.3pp | 172.34%-139.6pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $200 | $5,323-96.2% | $4,758-95.8% | $6,730-97.0% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |