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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 | $99,068 | $112,915-12.3% | $90,965+8.9% | $158,950-37.7% |
| Participation rate | 23.1% | 74.7%-51.7pp | 69.0%-45.9pp | 82.0%-58.9pp |
| Annual return | 37.36% | 215.75%-178.4pp | 134.57%-97.2pp | 302.91%-265.6pp |
| Employer contribution / active EE | $737 | $2,894-74.5% | $2,122-65.3% | $4,762-84.5% |
| Participant deferral / active EE | $884 | $4,128-78.6% | $3,373-73.8% | $5,983-85.2% |
| Admin fee / account holder | $10 | $8,044-99.9% | $5,960-99.8% | $11,248-99.9% |