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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 | $54,737 | $159,934-65.8% | $147,005-62.8% | $145,959-62.5% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.56% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,397 | $5,287-73.6% | $4,934-71.7% | $4,661-70.0% |
| Participant deferral / active EE | $1,747 | $8,427-79.3% | $8,070-78.4% | $6,689-73.9% |
| Admin fee / account holder | $194 | $15,053-98.7% | $13,006-98.5% | $13,398-98.6% |