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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 | $43,341 | $202,463-78.6% | $169,397-74.4% | $139,487-68.9% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.2%-62.9pp | 80.3%-66.1pp |
| Annual return | 18.18% | 532.64%-514.5pp | 406.23%-388.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,149 | $4,694-75.5% | $4,013-71.4% | $4,755-75.8% |
| Participant deferral / active EE | $1,155 | $6,941-83.4% | $6,223-81.4% | $6,713-82.8% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |