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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 | $161,856 | $106,551+51.9% | $91,225+77.4% | $134,532+20.3% |
| Participation rate | 15.8% | 76.8%-61.0pp | 73.2%-57.4pp | 81.2%-65.4pp |
| Annual return | 33.22% | 160.78%-127.6pp | 114.12%-80.9pp | 418.27%-385.1pp |
| Employer contribution / active EE | $475 | $3,331-85.7% | $2,851-83.3% | $4,741-90.0% |
| Participant deferral / active EE | $467 | $4,718-90.1% | $4,233-89.0% | $6,401-92.7% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |