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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 | $121,726 | $53,063+129.4% | $124,206-2.0% | $82,637+47.3% |
| Participation rate | 13.8% | 58.4%-44.6pp | 69.6%-55.8pp | 68.1%-54.3pp |
| Annual return | 13.11% | 68.87%-55.8pp | 515.27%-502.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $407 | $1,530-73.4% | $3,540-88.5% | $2,552-84.1% |
| Participant deferral / active EE | $581 | $2,644-78.0% | $3,968-85.4% | $4,126-85.9% |
| Admin fee / account holder | $0 | $4,281-100.0% | $5,929-100.0% | $7,339-100.0% |