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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 | $2,697 | $70,366-96.2% | $66,674-96.0% | $138,895-98.1% |
| Participation rate | 53.3% | 76.2%-22.8pp | 73.7%-20.3pp | 79.9%-26.6pp |
| Annual return | 20.52% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $518 | $4,374-88.2% | $4,084-87.3% | $6,396-91.9% |
| Admin fee / account holder | $106 | $5,262-98.0% | $5,098-97.9% | $12,562-99.2% |