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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 | $23,750 | $165,381-85.6% | $149,730-84.1% | $158,966-85.1% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.16% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.8pp |
| Employer contribution / active EE | $1,400 | $5,104-72.6% | $4,645-69.9% | $4,762-70.6% |
| Participant deferral / active EE | $2,181 | $7,182-69.6% | $6,843-68.1% | $5,983-63.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |