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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 | $192,235 | $108,911+76.5% | $100,392+91.5% | $145,884+31.8% |
| Participation rate | 23.1% | 83.0%-59.9pp | 81.5%-58.4pp | 80.3%-57.2pp |
| Annual return | 14.35% | 58.23%-43.9pp | 49.45%-35.1pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $851 | $8,459-89.9% | $8,090-89.5% | $6,690-87.3% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |