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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 | $126,981 | $60,128+111.2% | $90,440+40.4% | $79,852+59.0% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 26.53% | 71.95%-45.4pp | 1294.38%-1267.9pp | 31.72%-5.2pp |
| Employer contribution / active EE | $269 | $2,068-87.0% | $3,263-91.8% | $2,471-89.1% |
| Participant deferral / active EE | $752 | $2,939-74.4% | $3,964-81.0% | $3,740-79.9% |
| Admin fee / account holder | $4 | $3,977-99.9% | $5,615-99.9% | $5,306-99.9% |