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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 | $46,996 | $105,198-55.3% | $159,455-70.5% | $85,856-45.3% |
| Participation rate | 14.7% | 75.8%-61.1pp | 82.8%-68.1pp | 69.3%-54.6pp |
| Annual return | 14.17% | 45.08%-30.9pp | 263.63%-249.5pp | 318.58%-304.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,119 | $5,946-81.2% | $7,353-84.8% | $3,952-71.7% |
| Admin fee / account holder | $287 | $6,934-95.9% | $10,800-97.3% | $6,261-95.4% |