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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 | $30,907 | $160,070-80.7% | $147,117-79.0% | $145,897-78.8% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 22.06% | 98.69%-76.6pp | 420.54%-398.5pp | 552.29%-530.2pp |
| Employer contribution / active EE | $1,069 | $5,285-79.8% | $4,932-78.3% | $4,663-77.1% |
| Participant deferral / active EE | $1,573 | $8,419-81.3% | $8,065-80.5% | $6,689-76.5% |
| Admin fee / account holder | $209 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |