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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 | $28,659 | $150,446-81.0% | $136,297-79.0% | $147,585-80.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 19.78% | 1049.14%-1029.4pp | 5156.19%-5136.4pp | 578.58%-558.8pp |
| Employer contribution / active EE | $1,275 | $5,256-75.7% | $4,696-72.8% | $4,876-73.8% |
| Participant deferral / active EE | $1,862 | $6,631-71.9% | $6,247-70.2% | $5,439-65.8% |
| Admin fee / account holder | $21 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |