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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 | $125,092 | $60,305+107.4% | $81,780+53.0% | $74,400+68.1% |
| Participation rate | 15.0% | 62.9%-47.9pp | 72.4%-57.4pp | 67.2%-52.2pp |
| Annual return | 12.69% | 16.89%-4.2pp | 776.27%-763.6pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $571 | $2,623-78.2% | $2,914-80.4% | $2,624-78.3% |
| Participant deferral / active EE | $59 | $3,390-98.3% | $4,321-98.6% | $4,348-98.6% |
| Admin fee / account holder | $24 | $1,484-98.4% | $7,384-99.7% | $1,944-98.8% |