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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 | $129,778 | $111,787+16.1% | $93,681+38.5% | $145,978-11.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 12.47% | 203.52%-191.1pp | 133.47%-121.0pp | 550.52%-538.1pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $707 | $4,918-85.6% | $4,415-84.0% | $6,690-89.4% |
| Admin fee / account holder | $3 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |