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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 | $42,516 | $109,872-61.3% | $98,483-56.8% | $167,536-74.6% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 59.24% | 1959.31%-1900.1pp | 1494.38%-1435.1pp | 478.82%-419.6pp |
| Employer contribution / active EE | $1,592 | $3,225-50.6% | $2,961-46.2% | $4,839-67.1% |
| Participant deferral / active EE | $230 | $4,673-95.1% | $4,276-94.6% | $6,342-96.4% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |