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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 | $28,324 | $124,187-77.2% | $108,410-73.9% | $167,518-83.1% |
| Participation rate | 38.1% | 82.3%-44.2pp | 80.1%-42.0pp | 82.1%-44.0pp |
| Annual return | 18.91% | 1379.80%-1360.9pp | 905.34%-886.4pp | 478.71%-459.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $918 | $6,908-86.7% | $6,562-86.0% | $6,342-85.5% |
| Admin fee / account holder | $0 | $9,456-100.0% | $7,296-100.0% | $12,312-100.0% |