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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 | $24,171 | $58,391-58.6% | $76,657-68.5% | $72,975-66.9% |
| Participation rate | 16.7% | 67.4%-50.7pp | 72.1%-55.4pp | 69.5%-52.8pp |
| Annual return | 16.88% | 2306.65%-2289.8pp | 1166.74%-1149.9pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $266 | $2,690-90.1% | $3,335-92.0% | $3,608-92.6% |
| Admin fee / account holder | $12 | $4,014-99.7% | $6,423-99.8% | $5,124-99.8% |