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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 | $88,817 | $138,102-35.7% | $125,381-29.2% | $134,532-34.0% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | 2.32% | 750.73%-748.4pp | 572.31%-570.0pp | 418.27%-416.0pp |
| Employer contribution / active EE | $1,085 | $5,245-79.3% | $4,815-77.5% | $4,741-77.1% |
| Participant deferral / active EE | $2,126 | $7,801-72.7% | $7,448-71.5% | $6,401-66.8% |
| Admin fee / account holder | $24 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |