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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 | $46,914 | $100,938-53.5% | $90,461-48.1% | $158,982-70.5% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 18.29% | 1727.20%-1708.9pp | 1294.76%-1276.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,466 | $3,691-33.2% | $3,264-24.4% | $4,763-48.2% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $128 | $6,510-98.0% | $5,617-97.7% | $11,252-98.9% |