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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 | $35,576 | $150,447-76.4% | $136,298-73.9% | $147,586-75.9% |
| Participation rate | 61.9% | 84.4%-22.5pp | 81.9%-20.0pp | 82.8%-20.9pp |
| Annual return | 19.72% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,030 | $5,256-80.4% | $4,696-78.1% | $4,876-78.9% |
| Participant deferral / active EE | $1,480 | $6,631-77.7% | $6,247-76.3% | $5,439-72.8% |
| Admin fee / account holder | $132 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |