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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 | $103,293 | $99,053+4.3% | $88,179+17.1% | $138,895-25.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.1%-29.1pp | 79.9%-39.9pp |
| Annual return | 14.59% | 78.17%-63.6pp | 64.97%-50.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $780 | $2,882-72.9% | $2,549-69.4% | $4,194-81.4% |
| Participant deferral / active EE | $780 | $5,225-85.1% | $4,614-83.1% | $6,396-87.8% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |