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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 | $132,355 | $202,345-34.6% | $172,755-23.4% | $152,885-13.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 24.85% | 1029.77%-1004.9pp | 802.94%-778.1pp | 345.39%-320.5pp |
| Employer contribution / active EE | $1,265 | $5,858-78.4% | $5,144-75.4% | $4,763-73.4% |
| Participant deferral / active EE | $1,582 | $5,948-73.4% | $5,198-69.6% | $5,851-73.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |