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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 | $92,027 | $173,526-47.0% | $136,072-32.4% | $145,884-36.9% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | 12.60% | 1167.12%-1154.5pp | 580.46%-567.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,216-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $489 | $8,711-94.4% | $7,028-93.0% | $6,690-92.7% |
| Admin fee / account holder | $75 | $9,665-99.2% | $6,718-98.9% | $13,392-99.4% |