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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 | $220,251 | $160,070+37.6% | $147,117+49.7% | $145,897+51.0% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.37% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,657 | $5,285-68.6% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $1,900 | $8,419-77.4% | $8,065-76.4% | $6,689-71.6% |
| Admin fee / account holder | $60 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |