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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 | $42,489 | $150,442-71.8% | $136,295-68.8% | $147,585-71.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 23.70% | 1049.09%-1025.4pp | 5155.97%-5132.3pp | 578.56%-554.9pp |
| Employer contribution / active EE | $1,876 | $5,256-64.3% | $4,695-60.1% | $4,876-61.5% |
| Participant deferral / active EE | $480 | $6,630-92.8% | $6,247-92.3% | $5,439-91.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |