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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 | $82,727 | $176,105-53.0% | $159,474-48.1% | $167,536-50.6% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 13.24% | 331.91%-318.7pp | 263.68%-250.4pp | 478.82%-465.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $893 | $7,751-88.5% | $7,353-87.9% | $6,342-85.9% |
| Admin fee / account holder | $118 | $12,559-99.1% | $10,802-98.9% | $12,315-99.0% |