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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 | $117,111 | $92,743+26.3% | $82,744+41.5% | $134,532-12.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | 10.51% | 946.63%-936.1pp | 702.22%-691.7pp | 418.27%-407.8pp |
| Employer contribution / active EE | $313 | $3,273-90.4% | $3,008-89.6% | $4,741-93.4% |
| Participant deferral / active EE | $845 | $4,802-82.4% | $4,395-80.8% | $6,401-86.8% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |