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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 | $7,929 | $90,691-91.3% | $76,119-89.6% | $145,884-94.6% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.1%-41.8pp | 80.3%-53.0pp |
| Annual return | 10.50% | 624.52%-614.0pp | 361.25%-350.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $871 | $5,167-83.1% | $4,259-79.5% | $6,690-87.0% |
| Admin fee / account holder | $77 | $8,383-99.1% | $6,421-98.8% | $13,392-99.4% |