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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 | $118,778 | $148,582-20.1% | $135,942-12.6% | $139,456-14.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 4048.43% | 79.26%+3969.2pp | 68.28%+3980.2pp | 373.45%+3675.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,153 | $8,101-85.8% | $7,759-85.1% | $6,711-82.8% |
| Admin fee / account holder | $275 | $12,402-97.8% | $10,764-97.4% | $11,407-97.6% |