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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 | $221,542 | $150,446+47.3% | $136,297+62.5% | $147,585+50.1% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 16.89% | 1049.14%-1032.3pp | 5156.19%-5139.3pp | 578.58%-561.7pp |
| Employer contribution / active EE | $1,704 | $5,256-67.6% | $4,696-63.7% | $4,876-65.1% |
| Participant deferral / active EE | $2,022 | $6,631-69.5% | $6,247-67.6% | $5,439-62.8% |
| Admin fee / account holder | $97 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |