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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 | $128,373 | $115,814+10.8% | $101,275+26.8% | $158,982-19.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.36% | 56.16%-40.8pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,195 | $4,176-71.4% | $3,660-67.4% | $4,763-74.9% |
| Participant deferral / active EE | $1,233 | $4,958-75.1% | $4,371-71.8% | $5,983-79.4% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |