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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 | $18,945 | $109,905-82.8% | $98,506-80.8% | $167,553-88.7% |
| Participation rate | 16.7% | 75.8%-59.2pp | 73.3%-56.7pp | 82.1%-65.4pp |
| Annual return | 16.93% | 1960.20%-1943.3pp | 1494.92%-1478.0pp | 478.89%-462.0pp |
| Employer contribution / active EE | $513 | $3,226-84.1% | $2,961-82.7% | $4,840-89.4% |
| Participant deferral / active EE | $710 | $4,674-84.8% | $4,277-83.4% | $6,343-88.8% |
| Admin fee / account holder | $126 | $6,760-98.1% | $5,955-97.9% | $12,316-99.0% |