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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 | $76,622 | $88,778-13.7% | $81,844-6.4% | $145,884-47.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 28.50% | 1033.03%-1004.5pp | 778.87%-750.4pp | 551.85%-523.3pp |
| Employer contribution / active EE | $2,858 | $3,087-7.4% | $2,916-2.0% | $4,662-38.7% |
| Participant deferral / active EE | $212 | $4,648-95.4% | $4,323-95.1% | $6,690-96.8% |
| Admin fee / account holder | $8 | $8,430-99.9% | $7,355-99.9% | $13,392-99.9% |