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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 | $218,077 | $165,361+31.9% | $149,715+45.7% | $158,950+37.2% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.89% | 348.24%-324.3pp | 276.66%-252.8pp | 302.91%-279.0pp |
| Employer contribution / active EE | $1,624 | $5,103-68.2% | $4,645-65.0% | $4,762-65.9% |
| Participant deferral / active EE | $2,075 | $7,182-71.1% | $6,842-69.7% | $5,983-65.3% |
| Admin fee / account holder | $30 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |