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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 | $170,132 | $108,942+56.2% | $100,415+69.4% | $145,897+16.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 10.30% | 58.27%-48.0pp | 49.47%-39.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $702 | $4,422-84.1% | $3,943-82.2% | $4,663-84.9% |
| Participant deferral / active EE | $1,408 | $8,461-83.4% | $8,091-82.6% | $6,689-78.9% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |