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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 | $160,040-86.5% | $147,096-85.4% | $145,877-85.2% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 21.24% | 98.49%-77.3pp | 419.75%-398.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $1,528 | $5,289-71.1% | $4,936-69.0% | $4,663-67.2% |
| Participant deferral / active EE | $1,703 | $8,429-79.8% | $8,071-78.9% | $6,691-74.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |