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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 | $42,145 | $166,131-74.6% | $164,975-74.5% | $145,877-71.1% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 16.58% | 100.37%-83.8pp | 70.12%-53.5pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,646 | $5,276-68.8% | $4,343-62.1% | $4,663-64.7% |
| Participant deferral / active EE | $1,646 | $6,962-76.4% | $6,033-72.7% | $6,691-75.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |