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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 | $23,007 | $112,131-79.5% | $95,964-76.0% | $158,982-85.5% |
| Participation rate | 38.1% | 79.0%-40.9pp | 77.1%-39.0pp | 82.0%-43.9pp |
| Annual return | 13.71% | 171.19%-157.5pp | 91.64%-77.9pp | 302.99%-289.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $104 | $4,784-97.8% | $4,167-97.5% | $5,983-98.3% |
| Admin fee / account holder | $9 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |