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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 | $64,566 | $109,863-41.2% | $98,477-34.4% | $167,518-61.5% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.99% | 1958.09%-1941.1pp | 1493.59%-1476.6pp | 478.71%-461.7pp |
| Employer contribution / active EE | $3,800 | $3,225+17.8% | $2,961+28.4% | $4,838-21.5% |
| Participant deferral / active EE | $348 | $4,673-92.6% | $4,276-91.9% | $6,342-94.5% |
| Admin fee / account holder | $0 | $6,755-100.0% | $5,951-100.0% | $12,312-100.0% |