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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 | $148,235 | $100,911+46.9% | $90,440+63.9% | $158,966-6.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 57.91% | 1726.62%-1668.7pp | 1294.38%-1236.5pp | 302.95%-245.0pp |
| Employer contribution / active EE | $468 | $3,690-87.3% | $3,263-85.7% | $4,762-90.2% |
| Participant deferral / active EE | $468 | $4,348-89.2% | $3,964-88.2% | $5,983-92.2% |
| Admin fee / account holder | $10 | $6,507-99.8% | $5,615-99.8% | $11,250-99.9% |