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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 | $57,553 | $111,830-48.5% | $93,696-38.6% | $145,884-60.5% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 10.67% | 204.08%-193.4pp | 133.74%-123.1pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,158 | $3,093-62.6% | $2,422-52.2% | $4,662-75.2% |
| Participant deferral / active EE | $1,158 | $4,920-76.5% | $4,417-73.8% | $6,690-82.7% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |