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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 | $186,427 | $150,447+23.9% | $136,298+36.8% | $147,586+26.3% |
| Participation rate | 26.7% | 84.4%-57.8pp | 81.9%-55.3pp | 82.8%-56.2pp |
| Annual return | 14.65% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,133 | $5,256-78.5% | $4,696-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,487 | $6,631-77.6% | $6,247-76.2% | $5,439-72.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |