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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 | $50,267 | $198,461-74.7% | $170,436-70.5% | $147,585-65.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 17.81% | 257.30%-239.5pp | 205.94%-188.1pp | 578.57%-560.8pp |
| Employer contribution / active EE | $1,449 | $6,184-76.6% | $5,433-73.3% | $4,876-70.3% |
| Participant deferral / active EE | $1,546 | $5,629-72.5% | $4,939-68.7% | $5,439-71.6% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |