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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 | $91,961 | $138,075-33.4% | $123,552-25.6% | $135,379-32.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.32% | 153.70%-154.0pp | 119.20%-119.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $311 | $6,800-95.4% | $6,426-95.2% | $5,609-94.5% |
| Admin fee / account holder | $224 | $10,917-98.0% | $9,285-97.6% | $10,828-97.9% |