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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 | $81,368 | $159,934-49.1% | $147,005-44.6% | $145,959-44.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.79% | 98.24%-79.4pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $1,081 | $5,287-79.6% | $4,934-78.1% | $4,661-76.8% |
| Participant deferral / active EE | $2,191 | $8,427-74.0% | $8,070-72.8% | $6,689-67.2% |
| Admin fee / account holder | $225 | $15,053-98.5% | $13,006-98.3% | $13,398-98.3% |