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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 | $46,361 | $57,305-19.1% | $86,640-46.5% | $75,173-38.3% |
| Participation rate | 5.4% | 63.2%-57.9pp | 71.7%-66.4pp | 67.2%-61.8pp |
| Annual return | 17.00% | 2674.24%-2657.2pp | 592.52%-575.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $595 | $3,320-82.1% | $4,438-86.6% | $4,126-85.6% |
| Admin fee / account holder | $176 | $4,116-95.7% | $5,616-96.9% | $5,651-96.9% |