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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 | $151,574 | $100,139+51.4% | $85,187+77.9% | $145,884+3.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.68% | 84.15%-67.5pp | 66.67%-50.0pp | 551.85%-535.2pp |
| Employer contribution / active EE | $502 | $3,238-84.5% | $2,732-81.6% | $4,662-89.2% |
| Participant deferral / active EE | $520 | $5,296-90.2% | $4,525-88.5% | $6,690-92.2% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |