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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 | $25,078 | $68,412-63.3% | $94,679-73.5% | $75,181-66.6% |
| Participation rate | 4.3% | 76.1%-71.7pp | 80.8%-76.5pp | 67.2%-62.9pp |
| Annual return | 23.56% | 616.91%-593.3pp | 156.75%-133.2pp | 160.69%-137.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $513 | $6,537-92.2% | $7,417-93.1% | $4,126-87.6% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,233-100.0% | $5,650-100.0% |