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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 | $30,844 | $176,105-82.5% | $159,474-80.7% | $167,536-81.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 13.21% | 331.91%-318.7pp | 263.68%-250.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $1,304 | $5,299-75.4% | $4,831-73.0% | $4,839-73.1% |
| Participant deferral / active EE | $721 | $7,751-90.7% | $7,353-90.2% | $6,342-88.6% |
| Admin fee / account holder | $288 | $12,559-97.7% | $10,802-97.3% | $12,315-97.7% |