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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 | $26,009 | $138,102-81.2% | $125,381-79.3% | $134,532-80.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.71% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,339 | $5,245-74.5% | $4,815-72.2% | $4,741-71.8% |
| Participant deferral / active EE | $1,837 | $7,801-76.5% | $7,448-75.3% | $6,401-71.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |