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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 | $123,248 | $124,425-0.9% | $112,040+10.0% | $137,256-10.2% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.5%-43.2pp | 80.0%-46.6pp |
| Annual return | 540.41% | 24.72%+515.7pp | 24.52%+515.9pp | 220.34%+320.1pp |
| Employer contribution / active EE | $1,118 | $3,411-67.2% | $2,954-62.2% | $4,156-73.1% |
| Participant deferral / active EE | $1,677 | $5,718-70.7% | $5,098-67.1% | $6,407-73.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |