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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 | $88,815-80.5% | $81,882-78.9% | $145,897-88.2% |
| Participation rate | 8.3% | 75.1%-66.7pp | 72.4%-64.1pp | 80.3%-72.0pp |
| Annual return | 14.92% | 1033.75%-1018.8pp | 779.47%-764.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $556 | $4,647-88.0% | $4,323-87.1% | $6,689-91.7% |
| Admin fee / account holder | $141 | $8,434-98.3% | $7,360-98.1% | $13,390-98.9% |