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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 | $43,693 | $138,102-68.4% | $125,381-65.2% | $134,532-67.5% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -19.40% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,718 | $5,245-67.3% | $4,815-64.3% | $4,741-63.8% |
| Participant deferral / active EE | $2,141 | $7,801-72.5% | $7,448-71.2% | $6,401-66.5% |
| Admin fee / account holder | $167 | $11,568-98.6% | $10,007-98.3% | $11,429-98.5% |