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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 | $22,197 | $56,431-60.7% | $130,788-83.0% | $87,485-74.6% |
| Participation rate | 15.7% | 58.9%-43.2pp | 70.1%-54.4pp | 68.9%-53.2pp |
| Annual return | 19.19% | 91.27%-72.1pp | 386.44%-367.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $782 | $2,749-71.5% | $4,137-81.1% | $4,274-81.7% |
| Admin fee / account holder | $135 | $4,433-97.0% | $6,673-98.0% | $7,775-98.3% |