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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 | $69,723 | $100,895-30.9% | $90,430-22.9% | $158,950-56.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 17.43% | 1725.54%-1708.1pp | 1293.73%-1276.3pp | 302.91%-285.5pp |
| Employer contribution / active EE | $512 | $3,689-86.1% | $3,262-84.3% | $4,762-89.2% |
| Participant deferral / active EE | $586 | $4,347-86.5% | $3,963-85.2% | $5,983-90.2% |
| Admin fee / account holder | $251 | $6,505-96.1% | $5,613-95.5% | $11,248-97.8% |