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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 | $49,877 | $57,305-13.0% | $86,640-42.4% | $75,173-33.7% |
| Participation rate | 9.4% | 63.2%-53.8pp | 71.7%-62.3pp | 67.2%-57.8pp |
| Annual return | 19.19% | 2674.24%-2655.0pp | 592.52%-573.3pp | 160.72%-141.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $817 | $3,320-75.4% | $4,438-81.6% | $4,126-80.2% |
| Admin fee / account holder | $189 | $4,116-95.4% | $5,616-96.6% | $5,651-96.7% |