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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 | $170,132 | $108,911+56.2% | $100,392+69.5% | $145,884+16.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.30% | 58.23%-47.9pp | 49.45%-39.2pp | 551.85%-541.5pp |
| Employer contribution / active EE | $702 | $4,420-84.1% | $3,941-82.2% | $4,662-84.9% |
| Participant deferral / active EE | $1,408 | $8,459-83.4% | $8,090-82.6% | $6,690-78.9% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |