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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 | $54,021 | $150,447-64.1% | $136,298-60.4% | $147,586-63.4% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 17.74% | 1049.15%-1031.4pp | 5156.27%-5138.5pp | 578.59%-560.9pp |
| Employer contribution / active EE | $893 | $5,256-83.0% | $4,696-81.0% | $4,876-81.7% |
| Participant deferral / active EE | $2,002 | $6,631-69.8% | $6,247-68.0% | $5,439-63.2% |
| Admin fee / account holder | $244 | $10,906-97.8% | $9,244-97.4% | $10,886-97.8% |