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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 | $17,753 | $99,011-82.1% | $86,582-79.5% | $147,586-88.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 60.24% | 1312.75%-1252.5pp | 965.08%-904.8pp | 578.59%-518.4pp |
| Employer contribution / active EE | $307 | $3,132-90.2% | $2,839-89.2% | $4,876-93.7% |
| Participant deferral / active EE | $400 | $3,972-89.9% | $3,609-88.9% | $5,439-92.7% |
| Admin fee / account holder | $150 | $5,709-97.4% | $4,904-96.9% | $10,886-98.6% |