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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 | $38,570 | $202,342-80.9% | $172,753-77.7% | $152,909-74.8% |
| Participation rate | 41.2% | 87.1%-45.9pp | 82.6%-41.5pp | 82.5%-41.3pp |
| Annual return | 15.51% | 1029.88%-1014.4pp | 803.00%-787.5pp | 345.46%-330.0pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $357 | $5,948-94.0% | $5,198-93.1% | $5,851-93.9% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |