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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 | $42,058 | $73,546-42.8% | $63,018-33.3% | $147,586-71.5% |
| Participation rate | 39.1% | 77.9%-38.7pp | 74.8%-35.7pp | 82.8%-43.7pp |
| Annual return | 16.10% | 175.56%-159.5pp | 87.62%-71.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $523 | $3,324-84.3% | $2,761-81.1% | $4,876-89.3% |
| Participant deferral / active EE | $620 | $4,185-85.2% | $3,330-81.4% | $5,439-88.6% |
| Admin fee / account holder | $10 | $5,956-99.8% | $3,601-99.7% | $10,886-99.9% |