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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 | $12,443 | $149,040-91.7% | $120,225-89.6% | $137,256-90.9% |
| Participation rate | 12.5% | 75.4%-62.9pp | 69.6%-57.1pp | 80.0%-67.5pp |
| Annual return | 17.98% | 605.68%-587.7pp | 439.23%-421.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $236 | $4,655-94.9% | $3,999-94.1% | $6,407-96.3% |
| Admin fee / account holder | $47 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |