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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 | $97,429 | $67,823+43.7% | $52,425+85.8% | $137,256-29.0% |
| Participation rate | 7.7% | 63.9%-56.2pp | 55.6%-47.9pp | 80.0%-72.3pp |
| Annual return | 20.29% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $98 | $1,163-91.6% | $914-89.3% | $4,156-97.7% |
| Participant deferral / active EE | $146 | $2,288-93.6% | $1,790-91.8% | $6,407-97.7% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |