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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 | $17,505 | $44,206-60.4% | $94,057-81.4% | $64,728-73.0% |
| Participation rate | 7.1% | 51.0%-43.9pp | 73.3%-66.3pp | 57.9%-50.8pp |
| Annual return | 20.87% | 259.42%-238.5pp | 480.62%-459.7pp | 49.38%-28.5pp |
| Employer contribution / active EE | $0 | $1,635-100.0% | $2,933-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $168 | $1,902-91.2% | $4,709-96.4% | $2,729-93.9% |
| Admin fee / account holder | $246 | $1,230-80.0% | $7,244-96.6% | $1,145-78.5% |