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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 | $27,776 | $88,754-68.7% | $81,820-66.1% | $145,877-81.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.24% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $217 | $4,648-95.3% | $4,323-95.0% | $6,691-96.8% |
| Admin fee / account holder | $226 | $8,424-97.3% | $7,391-96.9% | $13,402-98.3% |