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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 | $60,454+106.9% | $81,844+52.8% | $74,459+68.0% |
| Participation rate | 15.0% | 63.0%-48.0pp | 72.4%-57.4pp | 67.2%-52.2pp |
| Annual return | 12.69% | 16.87%-4.2pp | 778.87%-766.2pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $571 | $2,630-78.3% | $2,916-80.4% | $2,626-78.3% |
| Participant deferral / active EE | $59 | $3,398-98.3% | $4,323-98.6% | $4,350-98.6% |
| Admin fee / account holder | $24 | $1,490-98.4% | $7,355-99.7% | $1,945-98.8% |