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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 | $96,643-48.3% | $86,617-42.3% | $139,456-64.2% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-53.0pp | 80.3%-61.6pp |
| Annual return | 18.60% | 106.57%-88.0pp | 591.91%-573.3pp | 373.45%-354.8pp |
| Employer contribution / active EE | $524 | $3,264-83.9% | $3,023-82.7% | $4,753-89.0% |
| Participant deferral / active EE | $546 | $4,835-88.7% | $4,437-87.7% | $6,711-91.9% |
| Admin fee / account holder | $61 | $6,406-99.0% | $5,613-98.9% | $11,407-99.5% |