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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 | $64,568 | $90,617-28.7% | $79,476-18.8% | $135,382-52.3% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 6.50% | 977.57%-971.1pp | 718.21%-711.7pp | 519.77%-513.3pp |
| Employer contribution / active EE | $241 | $3,068-92.1% | $2,800-91.4% | $4,779-95.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |