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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 | $103,628 | $106,008-2.2% | $92,240+12.3% | $147,586-29.8% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 13.60% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $715 | $4,333-83.5% | $3,680-80.6% | $4,876-85.3% |
| Participant deferral / active EE | $885 | $4,478-80.2% | $3,897-77.3% | $5,439-83.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |