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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 | $141,145 | $176,120-19.9% | $159,487-11.5% | $167,553-15.8% |
| Participation rate | 25.0% | 85.0%-60.0pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 10.98% | 331.95%-321.0pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,190 | $5,299-77.5% | $4,831-75.4% | $4,840-75.4% |
| Participant deferral / active EE | $1,190 | $7,752-84.6% | $7,354-83.8% | $6,343-81.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |