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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 | $83,633 | $176,077-52.5% | $159,455-47.6% | $167,518-50.1% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 16.90% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,684 | $7,751-78.3% | $7,353-77.1% | $6,342-73.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |