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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 | $102,470 | $159,934-35.9% | $147,005-30.3% | $145,959-29.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.21% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $2,500 | $5,287-52.7% | $4,934-49.3% | $4,661-46.4% |
| Participant deferral / active EE | $2,208 | $8,427-73.8% | $8,070-72.6% | $6,689-67.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |