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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 | $33,216 | $202,342-83.6% | $172,753-80.8% | $152,909-78.3% |
| Participation rate | 34.8% | 87.1%-52.3pp | 82.6%-47.9pp | 82.5%-47.7pp |
| Annual return | 22.26% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,246 | $5,857-78.7% | $5,144-75.8% | $4,764-73.8% |
| Participant deferral / active EE | $1,319 | $5,948-77.8% | $5,198-74.6% | $5,851-77.5% |
| Admin fee / account holder | $128 | $17,112-99.3% | $13,956-99.1% | $11,601-98.9% |