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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 | $18,215 | $118,877-84.7% | $96,570-81.1% | $167,536-89.1% |
| Participation rate | 36.4% | 75.5%-39.1pp | 69.8%-33.5pp | 82.1%-45.7pp |
| Annual return | 15.99% | 50.50%-34.5pp | 37.79%-21.8pp | 478.82%-462.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $829 | $4,617-82.0% | $3,849-78.5% | $6,342-86.9% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |