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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 | $107,978 | $84,684+27.5% | $73,835+46.2% | $125,388-13.9% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.4%-60.9pp | 83.2%-70.7pp |
| Annual return | -1.71% | 3123.93%-3125.6pp | 2268.13%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $293 | $3,123-90.6% | $2,788-89.5% | $4,866-94.0% |
| Participant deferral / active EE | $366 | $3,993-90.8% | $3,583-89.8% | $5,352-93.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |