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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 | $87,951 | $171,492-48.7% | $150,734-41.7% | $198,609-55.7% |
| Participation rate | 11.1% | 81.4%-70.3pp | 78.4%-67.3pp | 82.4%-71.3pp |
| Annual return | 7.53% | 804.70%-797.2pp | 600.81%-593.3pp | 202.70%-195.2pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $610 | $6,259-90.3% | $5,610-89.1% | $6,977-91.3% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |