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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 | $109,670 | $209,425-47.6% | $178,499-38.6% | $158,966-31.0% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 11.36% | 188.80%-177.4pp | 151.10%-139.7pp | 302.95%-291.6pp |
| Employer contribution / active EE | $1,500 | $5,707-73.7% | $5,011-70.1% | $4,762-68.5% |
| Participant deferral / active EE | $775 | $5,955-87.0% | $5,202-85.1% | $5,983-87.0% |
| Admin fee / account holder | $10 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |