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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 | $169,359 | $107,941+56.9% | $91,994+84.1% | $152,897+10.8% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 17.77% | 89.28%-71.5pp | 69.04%-51.3pp | 345.43%-327.7pp |
| Employer contribution / active EE | $3,167 | $4,212-24.8% | $3,453-8.3% | $4,764-33.5% |
| Participant deferral / active EE | $360 | $6,366-94.3% | $5,924-93.9% | $5,851-93.8% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |