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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 | $159,918 | $132,634+20.6% | $115,768+38.1% | $137,256+16.5% |
| Participation rate | 21.1% | 77.9%-56.8pp | 74.4%-53.3pp | 80.0%-58.9pp |
| Annual return | 16.34% | 160.70%-144.4pp | 100.46%-84.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $819 | $3,360-75.6% | $2,940-72.1% | $4,156-80.3% |
| Participant deferral / active EE | $1,377 | $5,619-75.5% | $4,917-72.0% | $6,407-78.5% |
| Admin fee / account holder | $181 | $15,028-98.8% | $12,439-98.5% | $12,270-98.5% |