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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 | $119,642 | $88,778+34.8% | $81,844+46.2% | $145,884-18.0% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 28.34% | 1033.03%-1004.7pp | 778.87%-750.5pp | 551.85%-523.5pp |
| Employer contribution / active EE | $415 | $3,087-86.6% | $2,916-85.8% | $4,662-91.1% |
| Participant deferral / active EE | $521 | $4,648-88.8% | $4,323-87.9% | $6,690-92.2% |
| Admin fee / account holder | $30 | $8,430-99.6% | $7,355-99.6% | $13,392-99.8% |