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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 | $57,800 | $202,345-71.4% | $172,755-66.5% | $152,885-62.2% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 20.12% | 1029.77%-1009.7pp | 802.94%-782.8pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $904 | $5,948-84.8% | $5,198-82.6% | $5,851-84.5% |
| Admin fee / account holder | $83 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |