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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 | $118,602 | $165,351-28.3% | $149,710-20.8% | $158,931-25.4% |
| Participation rate | 22.2% | 84.6%-62.3pp | 82.5%-60.3pp | 82.0%-59.7pp |
| Annual return | 15.30% | 348.19%-332.9pp | 276.63%-261.3pp | 302.86%-287.6pp |
| Employer contribution / active EE | $950 | $5,103-81.4% | $4,645-79.5% | $4,761-80.0% |
| Participant deferral / active EE | $950 | $7,181-86.8% | $6,842-86.1% | $5,982-84.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |