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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 | $47,167 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 35.7% | 81.7%-46.0pp | 77.8%-42.0pp | 80.0%-44.2pp |
| Annual return | 643.10% | 69.37%+573.7pp | 62.79%+580.3pp | 220.34%+422.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,262 | $6,166-79.5% | $5,453-76.8% | $6,407-80.3% |
| Admin fee / account holder | $50 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |