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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 | $47,216 | $134,817-65.0% | $123,973-61.9% | $155,188-69.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 14.61% | 515.49%-500.9pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,154 | $4,425-73.9% | $4,126-72.0% | $4,248-72.8% |
| Participant deferral / active EE | $1,443 | $5,706-74.7% | $5,247-72.5% | $6,531-77.9% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |