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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 | $36,621 | $108,897-66.4% | $100,378-63.5% | $145,877-74.9% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 14.42% | 58.17%-43.8pp | 49.41%-35.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,265 | $4,420-71.4% | $3,942-67.9% | $4,663-72.9% |
| Participant deferral / active EE | $1,174 | $8,455-86.1% | $8,087-85.5% | $6,691-82.5% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |