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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 | $171,797 | $105,145+63.4% | $94,664+81.5% | $139,466+23.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 21.87% | 38.09%-16.2pp | 156.84%-135.0pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,682 | $4,107-34.7% | $3,673-27.0% | $4,754-43.6% |
| Participant deferral / active EE | $2,146 | $7,599-71.8% | $7,417-71.1% | $6,712-68.0% |
| Admin fee / account holder | $3 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |