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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 | $6,164 | $88,754-93.1% | $81,820-92.5% | $145,877-95.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.72% | 1031.77%-1015.0pp | 777.93%-761.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $862 | $3,085-72.1% | $2,915-70.4% | $4,663-81.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $67 | $8,424-99.2% | $7,391-99.1% | $13,402-99.5% |