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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 | $61,724 | $106,008-41.8% | $92,240-33.1% | $147,586-58.2% |
| Participation rate | 30.4% | 80.4%-50.0pp | 76.5%-46.0pp | 82.8%-52.4pp |
| Annual return | 22.96% | 50.05%-27.1pp | 176.29%-153.3pp | 578.59%-555.6pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $847 | $4,478-81.1% | $3,897-78.3% | $5,439-84.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |