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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 | $22,319 | $88,815-74.9% | $81,882-72.7% | $145,897-84.7% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 11.25% | 1033.75%-1022.5pp | 779.47%-768.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $270 | $4,647-94.2% | $4,323-93.7% | $6,689-96.0% |
| Admin fee / account holder | $27 | $8,434-99.7% | $7,360-99.6% | $13,390-99.8% |