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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 | $96,028 | $72,071+33.2% | $68,368+40.5% | $137,256-30.0% |
| Participation rate | 15.4% | 76.2%-60.9pp | 73.8%-58.4pp | 80.0%-64.6pp |
| Annual return | 18.38% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $522 | $4,410-88.2% | $4,123-87.3% | $6,407-91.9% |
| Admin fee / account holder | $66 | $5,336-98.8% | $5,150-98.7% | $12,270-99.5% |