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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 | $13,059 | $76,608-83.0% | $56,077-76.7% | $145,877-91.0% |
| Participation rate | 5.3% | 63.2%-58.0pp | 52.5%-47.2pp | 80.3%-75.0pp |
| Annual return | 15.26% | 3009.59%-2994.3pp | 1709.28%-1694.0pp | 551.28%-536.0pp |
| Employer contribution / active EE | $103 | $1,382-92.6% | $1,040-90.1% | $4,663-97.8% |
| Participant deferral / active EE | $141 | $2,624-94.6% | $1,954-92.8% | $6,691-97.9% |
| Admin fee / account holder | $52 | $3,325-98.4% | $2,825-98.2% | $13,402-99.6% |