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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 | $108,920 | $88,815+22.6% | $81,882+33.0% | $145,897-25.3% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 23.73% | 1033.75%-1010.0pp | 779.47%-755.7pp | 552.29%-528.6pp |
| Employer contribution / active EE | $426 | $3,086-86.2% | $2,916-85.4% | $4,663-90.9% |
| Participant deferral / active EE | $426 | $4,647-90.8% | $4,323-90.2% | $6,689-93.6% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |