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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 | $188,349 | $129,737+45.2% | $119,126+58.1% | $154,746+21.7% |
| Participation rate | 27.3% | 78.9%-51.6pp | 75.8%-48.5pp | 80.7%-53.4pp |
| Annual return | 12.67% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $538 | $5,842-90.8% | $5,318-89.9% | $6,730-92.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |