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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 | $174,379-89.4% | $152,093-87.9% | $138,895-86.7% |
| Participation rate | 37.5% | 81.6%-44.1pp | 77.8%-40.3pp | 79.9%-42.4pp |
| Annual return | 554.45% | 74.86%+479.6pp | 66.36%+488.1pp | 145.39%+409.1pp |
| Employer contribution / active EE | $952 | $4,652-79.5% | $4,175-77.2% | $4,194-77.3% |
| Participant deferral / active EE | $1,278 | $6,159-79.2% | $5,451-76.6% | $6,396-80.0% |
| Admin fee / account holder | $103 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |