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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 | $110,337+45.7% | $102,383+57.0% | $145,877+10.2% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 158.12% | 24.83%+133.3pp | 24.94%+133.2pp | 551.28%-393.2pp |
| Employer contribution / active EE | $872 | $4,216-79.3% | $3,870-77.5% | $4,663-81.3% |
| Participant deferral / active EE | $938 | $5,621-83.3% | $5,060-81.5% | $6,691-86.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |