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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 | $74,214 | $160,070-53.6% | $147,117-49.6% | $145,897-49.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.52% | 98.69%-87.2pp | 420.54%-409.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,800 | $5,285-65.9% | $4,932-63.5% | $4,663-61.4% |
| Participant deferral / active EE | $2,250 | $8,419-73.3% | $8,065-72.1% | $6,689-66.4% |
| Admin fee / account holder | $176 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |