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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 | $176,389 | $148,582+18.7% | $135,942+29.8% | $139,456+26.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 17.84% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $1,276 | $5,245-75.7% | $4,858-73.7% | $4,753-73.1% |
| Participant deferral / active EE | $2,308 | $8,101-71.5% | $7,759-70.3% | $6,711-65.6% |
| Admin fee / account holder | $102 | $12,402-99.2% | $10,764-99.1% | $11,407-99.1% |