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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 | $245,045 | $60,128+307.5% | $90,440+170.9% | $79,852+206.9% |
| Participation rate | 9.4% | 65.0%-55.6pp | 72.7%-63.3pp | 69.6%-60.3pp |
| Annual return | 40.38% | 71.95%-31.6pp | 1294.38%-1254.0pp | 31.72%+8.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $319 | $2,939-89.2% | $3,964-92.0% | $3,740-91.5% |
| Admin fee / account holder | $208 | $3,977-94.8% | $5,615-96.3% | $5,306-96.1% |