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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 | $28,997 | $76,368-62.0% | $67,681-57.2% | $154,746-81.3% |
| Participation rate | 35.3% | 79.0%-43.7pp | 73.7%-38.4pp | 80.7%-45.4pp |
| Annual return | 16.75% | 1066.77%-1050.0pp | 590.58%-573.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $946 | $3,151-70.0% | $2,678-64.7% | $4,379-78.4% |
| Participant deferral / active EE | $946 | $4,824-80.4% | $3,976-76.2% | $6,730-85.9% |
| Admin fee / account holder | $11 | $8,559-99.9% | $6,100-99.8% | $14,365-99.9% |