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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 | $133,286 | $180,459-26.1% | $154,108-13.5% | $135,380-1.5% |
| Participation rate | 7.1% | 87.4%-80.3pp | 83.0%-75.9pp | 82.6%-75.5pp |
| Annual return | 1.14% | 888.21%-887.1pp | 735.21%-734.1pp | 519.81%-518.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,060 | $5,806-81.7% | $5,081-79.1% | $5,609-81.1% |
| Admin fee / account holder | $20 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |