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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 | $17,214 | $90,606-81.0% | $79,466-78.3% | $135,379-87.3% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | 2.16% | 977.69%-975.5pp | 718.28%-716.1pp | 519.79%-517.6pp |
| Employer contribution / active EE | $242 | $3,068-92.1% | $2,800-91.4% | $4,779-94.9% |
| Participant deferral / active EE | $302 | $4,050-92.5% | $3,704-91.8% | $5,609-94.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |