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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 | $220,972 | $115,225+91.8% | $100,712+119.4% | $138,895+59.1% |
| Participation rate | 33.3% | 74.3%-41.0pp | 69.3%-35.9pp | 79.9%-46.6pp |
| Annual return | 133.73% | 40.35%+93.4pp | 33.27%+100.5pp | 145.39%-11.7pp |
| Employer contribution / active EE | $785 | $2,771-71.7% | $2,313-66.1% | $4,194-81.3% |
| Participant deferral / active EE | $820 | $4,699-82.6% | $4,085-79.9% | $6,396-87.2% |
| Admin fee / account holder | $83 | $10,844-99.2% | $9,256-99.1% | $12,562-99.3% |