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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 | $159,934+37.7% | $147,005+49.8% | $145,959+50.9% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 13.37% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,657 | $5,287-68.7% | $4,934-66.4% | $4,661-64.4% |
| Participant deferral / active EE | $1,900 | $8,427-77.5% | $8,070-76.5% | $6,689-71.6% |
| Admin fee / account holder | $60 | $15,053-99.6% | $13,006-99.5% | $13,398-99.6% |