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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 | $56,427 | $138,102-59.1% | $125,381-55.0% | $134,532-58.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -0.83% | 750.73%-751.6pp | 572.31%-573.1pp | 418.27%-419.1pp |
| Employer contribution / active EE | $990 | $5,245-81.1% | $4,815-79.4% | $4,741-79.1% |
| Participant deferral / active EE | $2,528 | $7,801-67.6% | $7,448-66.1% | $6,401-60.5% |
| Admin fee / account holder | $84 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |