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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 | $66,951 | $92,766-27.8% | $82,763-19.1% | $134,545-50.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | 11.13% | 946.97%-935.8pp | 702.45%-691.3pp | 418.37%-407.2pp |
| Employer contribution / active EE | $1,815 | $3,273-44.5% | $3,008-39.7% | $4,742-61.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $77 | $5,978-98.7% | $5,325-98.6% | $11,431-99.3% |