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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 | $63,098 | $165,399-61.9% | $149,745-57.9% | $158,982-60.3% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 48.82% | 348.34%-299.5pp | 276.72%-227.9pp | 302.99%-254.2pp |
| Employer contribution / active EE | $1,730 | $5,105-66.1% | $4,646-62.8% | $4,763-63.7% |
| Participant deferral / active EE | $2,163 | $7,183-69.9% | $6,843-68.4% | $5,983-63.9% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |