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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 | $37,657 | $125,184-69.9% | $105,607-64.3% | $145,884-74.2% |
| Participation rate | 8.3% | 77.6%-69.3pp | 75.3%-66.9pp | 80.3%-72.0pp |
| Annual return | 14.88% | 225.00%-210.1pp | 116.11%-101.2pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $551 | $5,714-90.4% | $5,011-89.0% | $6,690-91.8% |
| Admin fee / account holder | $149 | $17,133-99.1% | $10,958-98.6% | $13,392-98.9% |