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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 | $148,173 | $176,105-15.9% | $159,474-7.1% | $167,536-11.6% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 11.15% | 331.91%-320.8pp | 263.68%-252.5pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,211 | $5,299-77.2% | $4,831-74.9% | $4,839-75.0% |
| Participant deferral / active EE | $2,129 | $7,751-72.5% | $7,353-71.0% | $6,342-66.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |