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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 | $122,558 | $209,422-41.5% | $178,503-31.3% | $158,982-22.9% |
| Participation rate | 30.0% | 86.4%-56.4pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 10.41% | 188.81%-178.4pp | 151.12%-140.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $1,534 | $5,707-73.1% | $5,011-69.4% | $4,763-67.8% |
| Participant deferral / active EE | $1,796 | $5,955-69.8% | $5,202-65.5% | $5,983-70.0% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |