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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 | $32,560 | $176,105-81.5% | $159,474-79.6% | $167,536-80.6% |
| Participation rate | 28.6% | 85.0%-56.4pp | 82.8%-54.3pp | 82.1%-53.5pp |
| Annual return | 12.55% | 331.91%-319.4pp | 263.68%-251.1pp | 478.82%-466.3pp |
| Employer contribution / active EE | $1,000 | $5,299-81.1% | $4,831-79.3% | $4,839-79.3% |
| Participant deferral / active EE | $1,250 | $7,751-83.9% | $7,353-83.0% | $6,342-80.3% |
| Admin fee / account holder | $127 | $12,559-99.0% | $10,802-98.8% | $12,315-99.0% |