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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 | $87,036 | $157,829-44.9% | $136,867-36.4% | $198,609-56.2% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 734.41% | 51.25%+683.2pp | 42.97%+691.4pp | 202.70%+531.7pp |
| Employer contribution / active EE | $1,229 | $3,923-68.7% | $3,547-65.4% | $5,055-75.7% |
| Participant deferral / active EE | $1,180 | $5,463-78.4% | $4,924-76.0% | $6,977-83.1% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |