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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 | $49,615 | $160,040-69.0% | $147,096-66.3% | $145,877-66.0% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 378.76% | 98.49%+280.3pp | 419.75%-41.0pp | 551.28%-172.5pp |
| Employer contribution / active EE | $2,162 | $5,289-59.1% | $4,936-56.2% | $4,663-53.6% |
| Participant deferral / active EE | $2,386 | $8,429-71.7% | $8,071-70.4% | $6,691-64.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |