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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 | $233,252 | $92,766+151.4% | $82,763+181.8% | $134,545+73.4% |
| Participation rate | 41.2% | 75.2%-34.0pp | 72.6%-31.4pp | 81.2%-40.1pp |
| Annual return | 695.05% | 946.97%-251.9pp | 702.45%-7.4pp | 418.37%+276.7pp |
| Employer contribution / active EE | $439 | $3,273-86.6% | $3,008-85.4% | $4,742-90.7% |
| Participant deferral / active EE | $555 | $4,802-88.4% | $4,395-87.4% | $6,401-91.3% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |