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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 | $127,066 | $209,874-39.5% | $189,537-33.0% | $167,536-24.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 27.59% | 748.61%-721.0pp | 555.34%-527.7pp | 478.82%-451.2pp |
| Employer contribution / active EE | $3,290 | $6,913-52.4% | $6,161-46.6% | $4,839-32.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $24 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |