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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 | $56,740 | $114,073-50.3% | $96,161-41.0% | $167,518-66.1% |
| Participation rate | 22.2% | 75.1%-52.8pp | 68.4%-46.2pp | 82.1%-59.9pp |
| Annual return | 14.96% | 189.95%-175.0pp | 192.01%-177.0pp | 478.71%-463.7pp |
| Employer contribution / active EE | $378 | $3,428-89.0% | $2,798-86.5% | $4,838-92.2% |
| Participant deferral / active EE | $412 | $5,195-92.1% | $4,349-90.5% | $6,342-93.5% |
| Admin fee / account holder | $186 | $6,899-97.3% | $5,538-96.7% | $12,312-98.5% |