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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 | $41,241 | $202,342-79.6% | $172,753-76.1% | $152,909-73.0% |
| Participation rate | 35.3% | 87.1%-51.8pp | 82.6%-47.4pp | 82.5%-47.2pp |
| Annual return | 24.76% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,922 | $5,948-67.7% | $5,198-63.0% | $5,851-67.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |