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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 | $49,977 | $96,678-48.3% | $86,640-42.3% | $139,466-64.2% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-53.0pp | 80.3%-61.6pp |
| Annual return | 18.60% | 106.69%-88.1pp | 592.52%-573.9pp | 373.66%-355.1pp |
| Employer contribution / active EE | $524 | $3,265-84.0% | $3,024-82.7% | $4,754-89.0% |
| Participant deferral / active EE | $546 | $4,837-88.7% | $4,438-87.7% | $6,712-91.9% |
| Admin fee / account holder | $61 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |