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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 | $88,635 | $107,353-17.4% | $92,903-4.6% | $152,885-42.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 23.78% | 145.62%-121.8pp | 109.43%-85.7pp | 345.39%-321.6pp |
| Employer contribution / active EE | $2,830 | $4,222-33.0% | $3,653-22.5% | $4,763-40.6% |
| Participant deferral / active EE | $1,229 | $4,848-74.7% | $4,238-71.0% | $5,851-79.0% |
| Admin fee / account holder | $62 | $7,081-99.1% | $5,795-98.9% | $11,598-99.5% |