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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 | $38,128 | $88,778-57.1% | $81,844-53.4% | $145,884-73.9% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.78% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $11,887 | $3,087+285.1% | $2,916+307.6% | $4,662+155.0% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $157 | $8,430-98.1% | $7,355-97.9% | $13,392-98.8% |