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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 | $240,222 | $99,644+141.1% | $86,438+177.9% | $134,532+78.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | 1.35% | 6787.26%-6785.9pp | 4397.19%-4395.8pp | 418.27%-416.9pp |
| Employer contribution / active EE | $10,737 | $4,402+143.9% | $3,769+184.8% | $4,741+126.5% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |