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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 | $39,670 | $150,447-73.6% | $136,298-70.9% | $147,586-73.1% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 22.17% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $997 | $5,256-81.0% | $4,696-78.8% | $4,876-79.6% |
| Participant deferral / active EE | $1,480 | $6,631-77.7% | $6,247-76.3% | $5,439-72.8% |
| Admin fee / account holder | $148 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |