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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 | $110,599 | $171,867-35.6% | $149,721-26.1% | $147,586-25.1% |
| Participation rate | 57.1% | 88.2%-31.0pp | 87.1%-29.9pp | 82.8%-25.7pp |
| Annual return | 16.79% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,911 | $6,275-53.6% | $5,444-46.5% | $4,876-40.3% |
| Participant deferral / active EE | $2,126 | $7,270-70.8% | $6,568-67.6% | $5,439-60.9% |
| Admin fee / account holder | $83 | $13,799-99.4% | $11,282-99.3% | $10,886-99.2% |