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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 | $44,183 | $150,447-70.6% | $136,298-67.6% | $147,586-70.1% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 44.03% | 1049.15%-1005.1pp | 5156.27%-5112.2pp | 578.59%-534.6pp |
| Employer contribution / active EE | $1,388 | $5,256-73.6% | $4,696-70.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,977 | $6,631-70.2% | $6,247-68.4% | $5,439-63.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |