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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 | $26,505 | $109,863-75.9% | $98,477-73.1% | $167,518-84.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 11.96% | 1958.09%-1946.1pp | 1493.59%-1481.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $838 | $4,673-82.1% | $4,276-80.4% | $6,342-86.8% |
| Admin fee / account holder | $292 | $6,755-95.7% | $5,951-95.1% | $12,312-97.6% |