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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 | $59,693 | $176,105-66.1% | $159,474-62.6% | $167,536-64.4% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 13.01% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.8pp |
| Employer contribution / active EE | $955 | $5,299-82.0% | $4,831-80.2% | $4,839-80.3% |
| Participant deferral / active EE | $2,348 | $7,751-69.7% | $7,353-68.1% | $6,342-63.0% |
| Admin fee / account holder | $13 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |