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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 | $51,555 | $49,199+4.8% | $121,204-57.5% | $75,173-31.4% |
| Participation rate | 17.8% | 55.4%-37.6pp | 69.5%-51.7pp | 67.2%-49.4pp |
| Annual return | 21.19% | 56.04%-34.8pp | 987.18%-966.0pp | 160.72%-139.5pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $648 | $2,630-75.4% | $4,083-84.1% | $4,126-84.3% |
| Admin fee / account holder | $12 | $3,946-99.7% | $5,651-99.8% | $5,651-99.8% |