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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 | $14,646 | $76,608-80.9% | $56,077-73.9% | $145,877-90.0% |
| Participation rate | 65.0% | 63.2%+1.8pp | 52.5%+12.5pp | 80.3%-15.3pp |
| Annual return | 11.49% | 3009.59%-2998.1pp | 1709.28%-1697.8pp | 551.28%-539.8pp |
| Employer contribution / active EE | $54 | $1,382-96.1% | $1,040-94.8% | $4,663-98.8% |
| Participant deferral / active EE | $86 | $2,624-96.7% | $1,954-95.6% | $6,691-98.7% |
| Admin fee / account holder | $116 | $3,325-96.5% | $2,825-95.9% | $13,402-99.1% |