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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 | $107,772 | $160,040-32.7% | $147,096-26.7% | $145,877-26.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 15.11% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,429 | $5,289-73.0% | $4,936-71.0% | $4,663-69.4% |
| Participant deferral / active EE | $1,917 | $8,429-77.3% | $8,071-76.2% | $6,691-71.3% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |