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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 | $24,618 | $112,112-78.0% | $95,956-74.3% | $158,950-84.5% |
| Participation rate | 6.3% | 79.0%-72.7pp | 77.1%-70.8pp | 82.0%-75.7pp |
| Annual return | 112.78% | 171.15%-58.4pp | 91.63%+21.1pp | 302.91%-190.1pp |
| Employer contribution / active EE | $837 | $3,199-73.8% | $2,541-67.1% | $4,762-82.4% |
| Participant deferral / active EE | $1,337 | $4,784-72.1% | $4,167-67.9% | $5,983-77.7% |
| Admin fee / account holder | $103 | $10,134-99.0% | $6,797-98.5% | $11,248-99.1% |