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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 | $24,500 | $129,737-81.1% | $119,126-79.4% | $154,746-84.2% |
| Participation rate | 14.3% | 78.9%-64.6pp | 75.8%-61.5pp | 80.7%-66.4pp |
| Annual return | 24.43% | 379.08%-354.7pp | 282.11%-257.7pp | 172.34%-147.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,583 | $5,842-72.9% | $5,318-70.2% | $6,730-76.5% |
| Admin fee / account holder | $83 | $11,961-99.3% | $10,693-99.2% | $14,365-99.4% |