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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 | $218,084 | $88,754+145.7% | $81,820+166.5% | $145,877+49.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 16.35% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $404 | $3,085-86.9% | $2,915-86.1% | $4,663-91.3% |
| Participant deferral / active EE | $509 | $4,648-89.1% | $4,323-88.2% | $6,691-92.4% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |