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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 | $12,480 | $180,749-93.1% | $160,784-92.2% | $137,256-90.9% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 29.62% | 2234.46%-2204.8pp | 1803.92%-1774.3pp | 220.34%-190.7pp |
| Employer contribution / active EE | $567 | $4,155-86.4% | $3,733-84.8% | $4,156-86.4% |
| Participant deferral / active EE | $567 | $6,844-91.7% | $6,293-91.0% | $6,407-91.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |