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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 | $36,685 | $166,131-77.9% | $164,975-77.8% | $145,877-74.9% |
| Participation rate | 41.7% | 82.0%-40.3pp | 78.6%-36.9pp | 80.3%-38.6pp |
| Annual return | 12.41% | 100.37%-88.0pp | 70.12%-57.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,673 | $5,276-68.3% | $4,343-61.5% | $4,663-64.1% |
| Participant deferral / active EE | $1,839 | $6,962-73.6% | $6,033-69.5% | $6,691-72.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |