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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 | $102,380 | $138,078-25.9% | $125,363-18.3% | $134,509-23.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | 11.12% | 750.49%-739.4pp | 572.15%-561.0pp | 418.13%-407.0pp |
| Employer contribution / active EE | $3,027 | $5,245-42.3% | $4,815-37.1% | $4,741-36.1% |
| Participant deferral / active EE | $1,099 | $7,800-85.9% | $7,447-85.2% | $6,400-82.8% |
| Admin fee / account holder | $179 | $11,566-98.5% | $10,005-98.2% | $11,427-98.4% |