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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 | $24,727 | $138,078-82.1% | $125,363-80.3% | $134,509-81.6% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -18.50% | 750.49%-769.0pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,526 | $5,245-70.9% | $4,815-68.3% | $4,741-67.8% |
| Participant deferral / active EE | $2,367 | $7,800-69.7% | $7,447-68.2% | $6,400-63.0% |
| Admin fee / account holder | $97 | $11,566-99.2% | $10,005-99.0% | $11,427-99.2% |