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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 | $92,158 | $159,978-42.4% | $147,041-37.3% | $145,978-36.9% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 13.66% | 98.36%-84.7pp | 419.21%-405.5pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,659 | $5,288-68.6% | $4,935-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $2,531 | $8,429-70.0% | $8,071-68.6% | $6,690-62.2% |
| Admin fee / account holder | $196 | $15,053-98.7% | $13,006-98.5% | $13,400-98.5% |