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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 | $72,514 | $144,130-49.7% | $117,860-38.5% | $147,585-50.9% |
| Participation rate | 20.0% | 83.4%-63.4pp | 79.7%-59.7pp | 82.8%-62.8pp |
| Annual return | 12.61% | 531.20%-518.6pp | 335.10%-322.5pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,000 | $5,316-81.2% | $4,482-77.7% | $5,439-81.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |