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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 | $210,897 | $160,059+31.8% | $140,019+50.6% | $135,379+55.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | -4.70% | 911.44%-916.1pp | 651.15%-655.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,905 | $6,420-70.3% | $5,605-66.0% | $4,779-60.1% |
| Participant deferral / active EE | $1,920 | $7,641-74.9% | $6,927-72.3% | $5,609-65.8% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,828-99.5% |