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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 | $17,276 | $88,710-80.5% | $81,783-78.9% | $145,959-88.2% |
| Participation rate | 8.3% | 75.0%-66.7pp | 72.4%-64.0pp | 80.3%-72.0pp |
| Annual return | 14.92% | 1027.26%-1012.3pp | 775.05%-760.1pp | 561.95%-547.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $556 | $4,645-88.0% | $4,320-87.1% | $6,689-91.7% |
| Admin fee / account holder | $141 | $8,407-98.3% | $7,380-98.1% | $13,398-98.9% |