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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 | $45,262 | $106,918-57.7% | $84,021-46.1% | $152,897-70.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 28.48% | 105.01%-76.5pp | 71.32%-42.8pp | 345.43%-316.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $584 | $4,012-85.4% | $3,239-82.0% | $5,851-90.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |