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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 | $31,153 | $175,259-82.2% | $149,723-79.2% | $139,487-77.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 19.06% | 166.82%-147.8pp | 134.50%-115.4pp | 373.84%-354.8pp |
| Employer contribution / active EE | $1,155 | $5,478-78.9% | $4,821-76.0% | $4,755-75.7% |
| Participant deferral / active EE | $1,605 | $6,522-75.4% | $5,682-71.8% | $6,713-76.1% |
| Admin fee / account holder | $50 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |