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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 | $27,554 | $185,856-85.2% | $170,028-83.8% | $139,456-80.2% |
| Participation rate | 47.6% | 87.8%-40.1pp | 87.0%-39.4pp | 80.3%-32.7pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,023 | $11,623-82.6% | $10,409-80.6% | $6,711-69.9% |
| Admin fee / account holder | $34 | $15,387-99.8% | $12,820-99.7% | $11,407-99.7% |