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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 | $157,002 | $118,854+32.1% | $96,565+62.6% | $167,497-6.3% |
| Participation rate | 33.3% | 75.5%-42.1pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 64.58% | 50.49%+14.1pp | 37.78%+26.8pp | 478.62%-414.0pp |
| Employer contribution / active EE | $867 | $3,119-72.2% | $2,356-63.2% | $4,838-82.1% |
| Participant deferral / active EE | $867 | $4,615-81.2% | $3,848-77.5% | $6,341-86.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,310-100.0% |