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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 | $13,425 | $102,595-86.9% | $94,057-85.7% | $154,746-91.3% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | 14.18% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $275 | $5,118-94.6% | $4,709-94.2% | $6,730-95.9% |
| Admin fee / account holder | $73 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |