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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 | $40,232 | $150,447-73.3% | $136,298-70.5% | $147,586-72.7% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 17.15% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,157 | $5,256-78.0% | $4,696-75.4% | $4,876-76.3% |
| Participant deferral / active EE | $1,157 | $6,631-82.5% | $6,247-81.5% | $5,439-78.7% |
| Admin fee / account holder | $169 | $10,906-98.4% | $9,244-98.2% | $10,886-98.4% |