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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 | $100,762 | $118,708-15.1% | $98,920+1.9% | $158,982-36.6% |
| Participation rate | 25.0% | 77.8%-52.8pp | 76.0%-51.0pp | 82.0%-57.0pp |
| Annual return | 17.09% | 372.49%-355.4pp | 196.47%-179.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $587 | $3,334-82.4% | $2,689-78.2% | $4,763-87.7% |
| Participant deferral / active EE | $771 | $5,089-84.8% | $4,245-81.8% | $5,983-87.1% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |