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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 | $13,285 | $70,366-81.1% | $66,674-80.1% | $138,895-90.4% |
| Participation rate | 5.3% | 76.2%-70.9pp | 73.7%-68.4pp | 79.9%-74.7pp |
| Annual return | 25.34% | 386.41%-361.1pp | 321.24%-295.9pp | 145.39%-120.1pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $168 | $4,374-96.2% | $4,084-95.9% | $6,396-97.4% |
| Admin fee / account holder | $47 | $5,262-99.1% | $5,098-99.1% | $12,562-99.6% |