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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 | $53,817 | $111,830-51.9% | $93,696-42.6% | $145,884-63.1% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 8.96% | 204.08%-195.1pp | 133.74%-124.8pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $648 | $4,920-86.8% | $4,417-85.3% | $6,690-90.3% |
| Admin fee / account holder | $5 | $10,249-100.0% | $8,287-99.9% | $13,392-100.0% |