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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 | $245,951 | $88,778+177.0% | $81,844+200.5% | $145,884+68.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 18.21% | 1033.03%-1014.8pp | 778.87%-760.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $514 | $4,648-88.9% | $4,323-88.1% | $6,690-92.3% |
| Admin fee / account holder | $6 | $8,430-99.9% | $7,355-99.9% | $13,392-100.0% |