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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 | $171,047 | $106,001+61.4% | $92,235+85.4% | $147,585+15.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 14.05% | 50.05%-36.0pp | 176.28%-162.2pp | 578.56%-564.5pp |
| Employer contribution / active EE | $725 | $4,333-83.3% | $3,679-80.3% | $4,876-85.1% |
| Participant deferral / active EE | $725 | $4,478-83.8% | $3,897-81.4% | $5,439-86.7% |
| Admin fee / account holder | $19 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |