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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 | $203,800 | $97,732+108.5% | $83,831+143.1% | $135,380+50.5% |
| Participation rate | 36.4% | 80.0%-43.6pp | 76.1%-39.8pp | 82.6%-46.3pp |
| Annual return | -4.82% | 1287.56%-1292.4pp | 850.99%-855.8pp | 519.81%-524.6pp |
| Employer contribution / active EE | $15,595 | $4,222+269.4% | $3,631+329.5% | $4,779+226.3% |
| Participant deferral / active EE | $569 | $4,683-87.9% | $4,082-86.1% | $5,609-89.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |