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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 | $7,730 | $90,489-91.5% | $76,051-89.8% | $145,978-94.7% |
| Participation rate | 13.3% | 74.5%-61.2pp | 69.1%-55.7pp | 80.3%-67.0pp |
| Annual return | 19.10% | 622.78%-603.7pp | 360.42%-341.3pp | 550.52%-531.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $301 | $5,164-94.2% | $4,257-92.9% | $6,690-95.5% |
| Admin fee / account holder | $63 | $8,374-99.2% | $6,416-99.0% | $13,400-99.5% |