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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 | $99,243 | $88,702+11.9% | $81,780+21.4% | $145,978-32.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.42% | 1029.12%-1018.7pp | 776.27%-765.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $500 | $3,084-83.8% | $2,914-82.8% | $4,662-89.3% |
| Participant deferral / active EE | $600 | $4,645-87.1% | $4,321-86.1% | $6,690-91.0% |
| Admin fee / account holder | $38 | $8,414-99.6% | $7,384-99.5% | $13,400-99.7% |