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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 | $19,227 | $102,624-81.3% | $86,200-77.7% | $139,427-86.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.0%-40.4pp | 80.3%-51.8pp |
| Annual return | 15.44% | 1922.69%-1907.3pp | 1168.58%-1153.1pp | 373.27%-357.8pp |
| Employer contribution / active EE | $0 | $3,033-100.0% | $2,381-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,101 | $4,676-76.4% | $3,986-72.4% | $6,711-83.6% |
| Admin fee / account holder | $189 | $8,658-97.8% | $6,853-97.2% | $11,404-98.3% |