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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 | $90,614-91.2% | $76,089-89.6% | $145,877-94.6% |
| Participation rate | 27.3% | 74.5%-47.2pp | 69.1%-41.8pp | 80.3%-53.0pp |
| Annual return | 10.50% | 623.80%-613.3pp | 360.94%-350.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $871 | $5,168-83.1% | $4,259-79.5% | $6,691-87.0% |
| Admin fee / account holder | $77 | $8,376-99.1% | $6,418-98.8% | $13,402-99.4% |