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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 | $125,372 | $209,425-40.1% | $178,499-29.8% | $158,966-21.1% |
| Participation rate | 38.9% | 86.4%-47.5pp | 81.9%-43.0pp | 82.0%-43.1pp |
| Annual return | 14.20% | 188.80%-174.6pp | 151.10%-136.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $8,478 | $5,707+48.6% | $5,011+69.2% | $4,762+78.0% |
| Participant deferral / active EE | $778 | $5,955-86.9% | $5,202-85.0% | $5,983-87.0% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |