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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 | $188,761 | $68,097+177.2% | $62,929+200.0% | $137,256+37.5% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 42.37% | 1859.11%-1816.7pp | 1063.93%-1021.6pp | 220.34%-178.0pp |
| Employer contribution / active EE | $215 | $2,811-92.3% | $2,505-91.4% | $4,156-94.8% |
| Participant deferral / active EE | $269 | $4,553-94.1% | $3,888-93.1% | $6,407-95.8% |
| Admin fee / account holder | $31 | $6,521-99.5% | $5,065-99.4% | $12,270-99.7% |