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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 | $94,722 | $198,457-52.3% | $170,435-44.4% | $147,586-35.8% |
| Participation rate | 26.3% | 88.0%-61.7pp | 83.6%-57.3pp | 82.8%-56.5pp |
| Annual return | 15.75% | 257.30%-241.6pp | 205.94%-190.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,933 | $5,629-65.7% | $4,939-60.9% | $5,439-64.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |