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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 | $21,854 | $96,419-77.3% | $80,648-72.9% | $139,487-84.3% |
| Participation rate | 8.3% | 73.6%-65.3pp | 67.0%-58.7pp | 80.3%-72.0pp |
| Annual return | 57.77% | 1352.86%-1295.1pp | 937.21%-879.4pp | 373.84%-316.1pp |
| Employer contribution / active EE | $652 | $3,261-80.0% | $2,724-76.1% | $4,755-86.3% |
| Participant deferral / active EE | $698 | $5,225-86.6% | $4,443-84.3% | $6,713-89.6% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |