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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 | $5,416 | $70,366-92.3% | $66,674-91.9% | $138,895-96.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 20.04% | 386.41%-366.4pp | 321.24%-301.2pp | 145.39%-125.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $521 | $4,374-88.1% | $4,084-87.2% | $6,396-91.9% |
| Admin fee / account holder | $10 | $5,262-99.8% | $5,098-99.8% | $12,562-99.9% |