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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 | $41,691 | $176,120-76.3% | $159,487-73.9% | $167,553-75.1% |
| Participation rate | 47.4% | 85.0%-37.6pp | 82.8%-35.5pp | 82.1%-34.7pp |
| Annual return | 13.23% | 331.95%-318.7pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $996 | $5,299-81.2% | $4,831-79.4% | $4,840-79.4% |
| Participant deferral / active EE | $2,327 | $7,752-70.0% | $7,354-68.4% | $6,343-63.3% |
| Admin fee / account holder | $208 | $12,561-98.3% | $10,804-98.1% | $12,316-98.3% |