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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 | $25,049 | $176,077-85.8% | $159,455-84.3% | $167,518-85.0% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 16.49% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,078 | $5,298-79.7% | $4,830-77.7% | $4,838-77.7% |
| Participant deferral / active EE | $1,376 | $7,751-82.2% | $7,353-81.3% | $6,342-78.3% |
| Admin fee / account holder | $31 | $12,556-99.8% | $10,800-99.7% | $12,312-99.7% |