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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 | $31,519 | $180,749-82.6% | $160,784-80.4% | $137,256-77.0% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 19.48% | 2234.46%-2215.0pp | 1803.92%-1784.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $969 | $4,155-76.7% | $3,733-74.0% | $4,156-76.7% |
| Participant deferral / active EE | $769 | $6,844-88.8% | $6,293-87.8% | $6,407-88.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |