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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 | $134,039 | $118,708+12.9% | $98,920+35.5% | $158,966-15.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 16.81% | 372.49%-355.7pp | 196.47%-179.7pp | 302.95%-286.1pp |
| Employer contribution / active EE | $751 | $3,334-77.5% | $2,689-72.1% | $4,762-84.2% |
| Participant deferral / active EE | $892 | $5,089-82.5% | $4,245-79.0% | $5,983-85.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |