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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 | $24,549 | $125,190-80.4% | $105,624-76.8% | $145,897-83.2% |
| Participation rate | 38.5% | 77.6%-39.2pp | 75.3%-36.8pp | 80.3%-41.8pp |
| Annual return | 16.93% | 225.22%-208.3pp | 116.20%-99.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,243 | $5,716-78.3% | $5,013-75.2% | $6,689-81.4% |
| Admin fee / account holder | $52 | $17,138-99.7% | $10,961-99.5% | $13,390-99.6% |