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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 | $11,511 | $156,963-92.7% | $121,204-90.5% | $139,466-91.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 17.64% | 1476.75%-1459.1pp | 987.18%-969.5pp | 373.66%-356.0pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $235 | $4,848-95.2% | $4,083-94.2% | $6,712-96.5% |
| Admin fee / account holder | $25 | $6,953-99.6% | $5,651-99.6% | $11,409-99.8% |