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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 | $160,784 | $110,410+45.6% | $102,437+57.0% | $145,897+10.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 158.12% | 24.85%+133.3pp | 24.95%+133.2pp | 552.29%-394.2pp |
| Employer contribution / active EE | $872 | $4,217-79.3% | $3,871-77.5% | $4,663-81.3% |
| Participant deferral / active EE | $938 | $5,622-83.3% | $5,060-81.5% | $6,689-86.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |