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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 | $42,830 | $150,442-71.5% | $136,295-68.6% | $147,585-71.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.87% | 1049.09%-1033.2pp | 5155.97%-5140.1pp | 578.56%-562.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,091 | $6,630-68.5% | $6,247-66.5% | $5,439-61.6% |
| Admin fee / account holder | $259 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |