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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 | $74,580 | $177,353-57.9% | $158,226-52.9% | $198,609-62.4% |
| Participation rate | 26.3% | 77.0%-50.7pp | 74.8%-48.5pp | 82.4%-56.1pp |
| Annual return | 20.86% | 599.50%-578.6pp | 501.41%-480.6pp | 202.70%-181.8pp |
| Employer contribution / active EE | $770 | $3,239-76.2% | $2,986-74.2% | $5,055-84.8% |
| Participant deferral / active EE | $946 | $4,615-79.5% | $4,317-78.1% | $6,977-86.4% |
| Admin fee / account holder | $24 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |