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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 | $83,044 | $112,729-26.3% | $98,716-15.9% | $137,256-39.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 83.68% | 38.48%+45.2pp | 31.81%+51.9pp | 220.34%-136.7pp |
| Employer contribution / active EE | $549 | $2,725-79.8% | $2,279-75.9% | $4,156-86.8% |
| Participant deferral / active EE | $549 | $4,640-88.2% | $4,048-86.4% | $6,407-91.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |