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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 | $58,389 | $109,872-46.9% | $98,483-40.7% | $167,536-65.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 9.46% | 1959.31%-1949.9pp | 1494.38%-1484.9pp | 478.82%-469.4pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $65 | $4,673-98.6% | $4,276-98.5% | $6,342-99.0% |
| Admin fee / account holder | $15 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |