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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 | $25,787 | $88,778-71.0% | $81,844-68.5% | $145,884-82.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.06% | 1033.03%-1019.0pp | 778.87%-764.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $900 | $3,087-70.8% | $2,916-69.1% | $4,662-80.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |