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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 | $25,665 | $165,351-84.5% | $149,710-82.9% | $158,931-83.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.44% | 348.19%-335.7pp | 276.63%-264.2pp | 302.86%-290.4pp |
| Employer contribution / active EE | $2,130 | $5,103-58.3% | $4,645-54.1% | $4,761-55.3% |
| Participant deferral / active EE | $2,130 | $7,181-70.3% | $6,842-68.9% | $5,982-64.4% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,247-99.0% |