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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 | $57,284 | $176,105-67.5% | $159,474-64.1% | $167,536-65.8% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.31% | 331.91%-315.6pp | 263.68%-247.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,058 | $5,299-80.0% | $4,831-78.1% | $4,839-78.1% |
| Participant deferral / active EE | $2,433 | $7,751-68.6% | $7,353-66.9% | $6,342-61.6% |
| Admin fee / account holder | $95 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |