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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 | $99,243 | $88,754+11.8% | $81,820+21.3% | $145,877-32.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.42% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $500 | $3,085-83.8% | $2,915-82.8% | $4,663-89.3% |
| Participant deferral / active EE | $600 | $4,648-87.1% | $4,323-86.1% | $6,691-91.0% |
| Admin fee / account holder | $38 | $8,424-99.6% | $7,391-99.5% | $13,402-99.7% |