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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 | $94,722 | $96,123-1.5% | $77,361+22.4% | $198,609-52.3% |
| Participation rate | 33.3% | 81.1%-47.8pp | 75.0%-41.6pp | 82.4%-49.0pp |
| Annual return | 14.77% | 2054.81%-2040.0pp | 1011.54%-996.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $1,178 | $3,791-68.9% | $2,990-60.6% | $5,055-76.7% |
| Participant deferral / active EE | $1,205 | $4,975-75.8% | $3,911-69.2% | $6,977-82.7% |
| Admin fee / account holder | $41 | $9,471-99.6% | $5,894-99.3% | $19,030-99.8% |