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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 | $27,247 | $166,242-83.6% | $165,071-83.5% | $145,884-81.3% |
| Participation rate | 31.6% | 82.0%-50.4pp | 78.6%-47.0pp | 80.3%-48.7pp |
| Annual return | 9.32% | 100.44%-91.1pp | 70.17%-60.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $793 | $6,964-88.6% | $6,035-86.9% | $6,690-88.1% |
| Admin fee / account holder | $213 | $16,658-98.7% | $12,695-98.3% | $13,392-98.4% |