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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 | $42,052 | $162,529-74.1% | $130,788-67.8% | $154,746-72.8% |
| Participation rate | 5.6% | 75.9%-70.3pp | 70.1%-64.5pp | 80.7%-75.1pp |
| Annual return | 9.53% | 510.48%-500.9pp | 386.44%-376.9pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $361 | $4,808-92.5% | $4,137-91.3% | $6,730-94.6% |
| Admin fee / account holder | $25 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |