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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 | $21,341 | $111,878-80.9% | $93,727-77.2% | $145,897-85.4% |
| Participation rate | 29.4% | 74.2%-44.8pp | 68.7%-39.3pp | 80.3%-50.9pp |
| Annual return | 13.18% | 204.28%-191.1pp | 133.83%-120.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,132 | $4,920-77.0% | $4,417-74.4% | $6,689-83.1% |
| Admin fee / account holder | $86 | $10,256-99.2% | $8,292-99.0% | $13,390-99.4% |