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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 | $47,256 | $209,428-77.4% | $178,498-73.5% | $158,950-70.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 23.79% | 188.78%-165.0pp | 151.09%-127.3pp | 302.91%-279.1pp |
| Employer contribution / active EE | $1,546 | $5,707-72.9% | $5,011-69.2% | $4,762-67.5% |
| Participant deferral / active EE | $1,851 | $5,955-68.9% | $5,202-64.4% | $5,983-69.1% |
| Admin fee / account holder | $110 | $17,077-99.4% | $13,985-99.2% | $11,248-99.0% |