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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 | $62,671 | $72,071-13.0% | $68,368-8.3% | $137,256-54.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 19.13% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $245 | $4,410-94.4% | $4,123-94.0% | $6,407-96.2% |
| Admin fee / account holder | $255 | $5,336-95.2% | $5,150-95.1% | $12,270-97.9% |