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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 | $67,396 | $171,492-60.7% | $150,734-55.3% | $198,609-66.1% |
| Participation rate | 52.6% | 81.4%-28.8pp | 78.4%-25.8pp | 82.4%-29.7pp |
| Annual return | 9.03% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $383 | $6,259-93.9% | $5,610-93.2% | $6,977-94.5% |
| Admin fee / account holder | $7 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |