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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 | $208,062 | $95,975+116.8% | $74,549+179.1% | $135,379+53.7% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.21% | 56.96%-63.2pp | 32.53%-38.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $625 | $2,716-77.0% | $1,961-68.1% | $4,779-86.9% |
| Participant deferral / active EE | $625 | $3,844-83.7% | $3,108-79.9% | $5,609-88.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |