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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 | $20,056 | $160,040-87.5% | $147,096-86.4% | $145,877-86.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.05% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,041 | $5,289-80.3% | $4,936-78.9% | $4,663-77.7% |
| Participant deferral / active EE | $1,302 | $8,429-84.6% | $8,071-83.9% | $6,691-80.5% |
| Admin fee / account holder | $232 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |