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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 | $113,214 | $60,128+88.3% | $90,440+25.2% | $79,852+41.8% |
| Participation rate | 16.0% | 65.0%-49.0pp | 72.7%-56.7pp | 69.6%-53.6pp |
| Annual return | 43.69% | 71.95%-28.3pp | 1294.38%-1250.7pp | 31.72%+12.0pp |
| Employer contribution / active EE | $373 | $2,068-82.0% | $3,263-88.6% | $2,471-84.9% |
| Participant deferral / active EE | $482 | $2,939-83.6% | $3,964-87.8% | $3,740-87.1% |
| Admin fee / account holder | $9 | $3,977-99.8% | $5,615-99.8% | $5,306-99.8% |