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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 | $117,237 | $56,200+108.6% | $67,653+73.3% | $59,633+96.6% |
| Participation rate | 5.1% | 71.5%-66.3pp | 75.7%-70.5pp | 68.7%-63.5pp |
| Annual return | -0.41% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $593 | $1,615-63.3% | $2,266-73.8% | $2,203-73.1% |
| Participant deferral / active EE | $923 | $2,843-67.5% | $3,560-74.1% | $3,192-71.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |