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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 | $43,650 | $102,635-57.5% | $86,209-49.4% | $139,456-68.7% |
| Participation rate | 14.3% | 74.5%-60.2pp | 69.0%-54.7pp | 80.3%-66.0pp |
| Annual return | 12.41% | 1923.53%-1911.1pp | 1169.05%-1156.6pp | 373.45%-361.0pp |
| Employer contribution / active EE | $669 | $3,034-78.0% | $2,381-71.9% | $4,753-85.9% |
| Participant deferral / active EE | $1,114 | $4,677-76.2% | $3,986-72.0% | $6,711-83.4% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |