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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 | $39,175 | $180,749-78.3% | $160,784-75.6% | $137,256-71.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 20.92% | 2234.46%-2213.5pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $585 | $4,155-85.9% | $3,733-84.3% | $4,156-85.9% |
| Participant deferral / active EE | $910 | $6,844-86.7% | $6,293-85.5% | $6,407-85.8% |
| Admin fee / account holder | $66 | $10,397-99.4% | $9,717-99.3% | $12,270-99.5% |