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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 | $21,529 | $160,070-86.6% | $147,117-85.4% | $145,897-85.2% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 21.24% | 98.69%-77.4pp | 420.54%-399.3pp | 552.29%-531.0pp |
| Employer contribution / active EE | $1,528 | $5,285-71.1% | $4,932-69.0% | $4,663-67.2% |
| Participant deferral / active EE | $1,703 | $8,419-79.8% | $8,065-78.9% | $6,689-74.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |