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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 | $33,530 | $76,368-56.1% | $67,681-50.5% | $154,746-78.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 15.04% | 1066.77%-1051.7pp | 590.58%-575.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $827 | $4,824-82.9% | $3,976-79.2% | $6,730-87.7% |
| Admin fee / account holder | $58 | $8,559-99.3% | $6,100-99.0% | $14,365-99.6% |