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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 | $94,804 | $110,278-14.0% | $95,740-1.0% | $139,466-32.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 107.06% | 27.19%+79.9pp | 28.41%+78.6pp | 373.66%-266.6pp |
| Employer contribution / active EE | $301 | $3,260-90.8% | $2,836-89.4% | $4,754-93.7% |
| Participant deferral / active EE | $333 | $4,674-92.9% | $4,244-92.2% | $6,712-95.0% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |