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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 | $18,431 | $172,111-89.3% | $150,298-87.7% | $137,256-86.6% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 554.45% | 69.37%+485.1pp | 62.79%+491.7pp | 220.34%+334.1pp |
| Employer contribution / active EE | $952 | $4,636-79.5% | $4,154-77.1% | $4,156-77.1% |
| Participant deferral / active EE | $1,278 | $6,166-79.3% | $5,453-76.6% | $6,407-80.0% |
| Admin fee / account holder | $103 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |