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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 | $111,785-51.9% | $93,669-42.5% | $145,877-63.1% |
| Participation rate | 40.9% | 74.2%-33.3pp | 68.7%-27.8pp | 80.3%-39.4pp |
| Annual return | 8.96% | 203.79%-194.8pp | 133.59%-124.6pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $648 | $4,919-86.8% | $4,416-85.3% | $6,691-90.3% |
| Admin fee / account holder | $5 | $10,256-100.0% | $8,291-99.9% | $13,402-100.0% |