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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 | $18,529 | $60,128-69.2% | $90,440-79.5% | $79,852-76.8% |
| Participation rate | 14.6% | 65.0%-50.4pp | 72.7%-58.1pp | 69.6%-55.0pp |
| Annual return | 15.32% | 71.95%-56.6pp | 1294.38%-1279.1pp | 31.72%-16.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $222 | $2,939-92.4% | $3,964-94.4% | $3,740-94.1% |
| Admin fee / account holder | $172 | $3,977-95.7% | $5,615-96.9% | $5,306-96.8% |