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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 | $29,192 | $150,435-80.6% | $120,580-75.8% | $145,897-80.0% |
| Participation rate | 22.2% | 78.8%-56.6pp | 72.0%-49.7pp | 80.3%-58.1pp |
| Annual return | 9.44% | 154.60%-145.2pp | 107.48%-98.0pp | 552.29%-542.9pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $518 | $6,174-91.6% | $4,995-89.6% | $6,689-92.2% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |