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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 | $70,516 | $209,874-66.4% | $189,537-62.8% | $167,536-57.9% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 18.46% | 748.61%-730.2pp | 555.34%-536.9pp | 478.82%-460.4pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,260 | $8,934-63.5% | $8,220-60.3% | $6,342-48.6% |
| Admin fee / account holder | $31 | $14,299-99.8% | $12,048-99.7% | $12,315-99.7% |