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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 | $45,859 | $135,639-66.2% | $110,241-58.4% | $135,382-66.1% |
| Participation rate | 61.1% | 83.5%-22.3pp | 79.8%-18.7pp | 82.6%-21.5pp |
| Annual return | -6.02% | 513.21%-519.2pp | 314.75%-320.8pp | 519.77%-525.8pp |
| Employer contribution / active EE | $1,076 | $4,907-78.1% | $3,827-71.9% | $4,779-77.5% |
| Participant deferral / active EE | $1,295 | $5,507-76.5% | $4,672-72.3% | $5,609-76.9% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |