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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 | $228,047 | $108,897+109.4% | $100,378+127.2% | $145,877+56.3% |
| Participation rate | 16.7% | 83.0%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 11.23% | 58.17%-46.9pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,980 | $8,455-76.6% | $8,087-75.5% | $6,691-70.4% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |