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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 | $122,353 | $86,298+41.8% | $111,308+9.9% | $85,847+42.5% |
| Participation rate | 20.7% | 73.3%-52.6pp | 77.3%-56.6pp | 69.3%-48.6pp |
| Annual return | 14.92% | 19.99%-5.1pp | 54.67%-39.7pp | 318.61%-303.7pp |
| Employer contribution / active EE | $912 | $2,044-55.4% | $2,732-66.6% | $2,565-64.4% |
| Participant deferral / active EE | $1,448 | $3,641-60.2% | $4,487-67.7% | $3,952-63.4% |
| Admin fee / account holder | $20 | $8,189-99.8% | $7,965-99.7% | $6,261-99.7% |