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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 | $47,694 | $166,242-71.3% | $165,071-71.1% | $145,884-67.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 297.89% | 100.44%+197.4pp | 70.17%+227.7pp | 551.85%-254.0pp |
| Employer contribution / active EE | $1,259 | $5,283-76.2% | $4,347-71.0% | $4,662-73.0% |
| Participant deferral / active EE | $1,619 | $6,964-76.7% | $6,035-73.2% | $6,690-75.8% |
| Admin fee / account holder | $187 | $16,658-98.9% | $12,695-98.5% | $13,392-98.6% |