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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 | $65,796 | $138,102-52.4% | $125,381-47.5% | $134,532-51.1% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -16.22% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,040 | $5,245-61.1% | $4,815-57.6% | $4,741-57.0% |
| Participant deferral / active EE | $2,226 | $7,801-71.5% | $7,448-70.1% | $6,401-65.2% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-99.9% | $11,429-100.0% |