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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 | $75,967 | $72,446+4.9% | $67,561+12.4% | $145,877-47.9% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.5pp | 80.3%-43.9pp |
| Annual return | 20.34% | 7211.98%-7191.6pp | 3525.44%-3505.1pp | 551.28%-530.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $541 | $4,785-88.7% | $4,003-86.5% | $6,691-91.9% |
| Admin fee / account holder | $64 | $5,541-98.8% | $4,006-98.4% | $13,402-99.5% |