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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 | $28,190 | $159,978-82.4% | $147,041-80.8% | $145,978-80.7% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 25.40% | 98.36%-73.0pp | 419.21%-393.8pp | 550.52%-525.1pp |
| Employer contribution / active EE | $1,113 | $5,288-79.0% | $4,935-77.4% | $4,662-76.1% |
| Participant deferral / active EE | $2,292 | $8,429-72.8% | $8,071-71.6% | $6,690-65.7% |
| Admin fee / account holder | $71 | $15,053-99.5% | $13,006-99.5% | $13,400-99.5% |