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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 | $21,720 | $102,595-78.8% | $94,057-76.9% | $154,746-86.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 13.46% | 583.42%-570.0pp | 480.62%-467.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $399 | $5,118-92.2% | $4,709-91.5% | $6,730-94.1% |
| Admin fee / account holder | $242 | $7,736-96.9% | $7,244-96.7% | $14,365-98.3% |