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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 | $45,537 | $138,072-67.0% | $123,549-63.1% | $135,382-66.4% |
| Participation rate | 30.4% | 84.7%-54.3pp | 82.3%-51.9pp | 82.6%-52.2pp |
| Annual return | 0.66% | 153.69%-153.0pp | 119.20%-118.5pp | 519.77%-519.1pp |
| Employer contribution / active EE | $966 | $5,152-81.2% | $4,628-79.1% | $4,779-79.8% |
| Participant deferral / active EE | $1,760 | $6,799-74.1% | $6,426-72.6% | $5,609-68.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |