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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 | $128,350 | $111,535+15.1% | $105,223+22.0% | $137,256-6.5% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 13.01% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $871 | $3,939-77.9% | $3,689-76.4% | $4,156-79.1% |
| Participant deferral / active EE | $1,451 | $5,500-73.6% | $5,072-71.4% | $6,407-77.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |