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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 | $68,305 | $88,778-23.1% | $81,844-16.5% | $145,884-53.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 10.89% | 1033.03%-1022.1pp | 778.87%-768.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $332 | $3,087-89.3% | $2,916-88.6% | $4,662-92.9% |
| Participant deferral / active EE | $567 | $4,648-87.8% | $4,323-86.9% | $6,690-91.5% |
| Admin fee / account holder | $248 | $8,430-97.1% | $7,355-96.6% | $13,392-98.1% |