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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 | $25,376 | $138,102-81.6% | $125,381-79.8% | $134,532-81.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -12.74% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,609 | $5,245-69.3% | $4,815-66.6% | $4,741-66.1% |
| Participant deferral / active EE | $1,609 | $7,801-79.4% | $7,448-78.4% | $6,401-74.9% |
| Admin fee / account holder | $175 | $11,568-98.5% | $10,007-98.2% | $11,429-98.5% |