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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 | $122,791 | $72,426+69.5% | $67,560+81.8% | $145,897-15.8% |
| Participation rate | 0.0% | 76.9%-76.9pp | 72.9%-72.9pp | 80.3%-80.3pp |
| Annual return | 10.48% | 7226.78%-7216.3pp | 3533.50%-3523.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,722 | $3,074+53.6% | $2,737+72.6% | $4,663+1.3% |
| Participant deferral / active EE | $385 | $4,785-92.0% | $4,004-90.4% | $6,689-94.2% |
| Admin fee / account holder | $297 | $5,514-94.6% | $3,994-92.6% | $13,390-97.8% |