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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 | $72,272 | $150,447-52.0% | $136,298-47.0% | $147,586-51.0% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 23.87% | 1049.15%-1025.3pp | 5156.27%-5132.4pp | 578.59%-554.7pp |
| Employer contribution / active EE | $3,545 | $5,256-32.6% | $4,696-24.5% | $4,876-27.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |