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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 | $98,585 | $124,175-20.6% | $108,405-9.1% | $167,553-41.2% |
| Participation rate | 28.6% | 82.3%-53.7pp | 80.1%-51.6pp | 82.1%-53.5pp |
| Annual return | 21.32% | 1380.13%-1358.8pp | 905.55%-884.2pp | 478.89%-457.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,998 | $6,908-71.1% | $6,563-69.6% | $6,343-68.5% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |