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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 | $45,074 | $111,830-59.7% | $93,696-51.9% | $145,884-69.1% |
| Participation rate | 19.0% | 74.2%-55.2pp | 68.7%-49.7pp | 80.3%-61.3pp |
| Annual return | 9.34% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $782 | $4,920-84.1% | $4,417-82.3% | $6,690-88.3% |
| Admin fee / account holder | $75 | $10,249-99.3% | $8,287-99.1% | $13,392-99.4% |