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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 | $7,505 | $100,203-92.5% | $85,240-91.2% | $145,897-94.9% |
| Participation rate | 21.4% | 74.1%-52.7pp | 67.5%-46.1pp | 80.3%-58.9pp |
| Annual return | 11.73% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $720 | $5,299-86.4% | $4,527-84.1% | $6,689-89.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |