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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 | $163,485 | $144,130+13.4% | $117,861+38.7% | $147,586+10.8% |
| Participation rate | 42.9% | 83.4%-40.6pp | 79.7%-36.8pp | 82.8%-40.0pp |
| Annual return | 9.85% | 531.20%-521.3pp | 335.11%-325.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,227 | $5,316-76.9% | $4,482-72.6% | $5,439-77.4% |
| Admin fee / account holder | $289 | $10,887-97.3% | $8,021-96.4% | $10,886-97.3% |