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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 | $199,306 | $107,941+84.6% | $91,994+116.7% | $152,909+30.3% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.5%-26.9pp |
| Annual return | 24.62% | 89.28%-64.7pp | 69.04%-44.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,500 | $6,366-76.4% | $5,924-74.7% | $5,851-74.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |