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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 | $12,231 | $76,608-84.0% | $56,077-78.2% | $145,877-91.6% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 13.30% | 3009.59%-2996.3pp | 1709.28%-1696.0pp | 551.28%-538.0pp |
| Employer contribution / active EE | $72 | $1,382-94.8% | $1,040-93.1% | $4,663-98.5% |
| Participant deferral / active EE | $150 | $2,624-94.3% | $1,954-92.3% | $6,691-97.8% |
| Admin fee / account holder | $18 | $3,325-99.5% | $2,825-99.4% | $13,402-99.9% |